Financial Due Diligence

Understanding your true financial situation – marital and separate assets, debts, income and expenses – will allow you to make the best possible decisions for your future.

 

As our financial lives become more complicated, we need to consider more than just new budgets. There may be real estate, mortgages, savings, retirement accounts, investments, stock options, tax deferred accounts, businesses, taxes, and more to work through. Due diligence typically includes analysis of income from all sources, all financial/investment accounts, debts, mortgages, tax returns, credit reports, Social Security benefit statements, retirement accounts, pension documents, stock options or RSUs, and more.

Due Diligence Dollars

Financial Harmony can guide you step by step and sort out the financial confusion. My thorough financial review and due diligence services provide the professional third-party analysis needed during divorce. Let’s clarify your financial picture so you have the confidence and understanding to make the decisions that are right for you.

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