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Expert Financial Advice when you need it most


At Divorce Planning Group, we take care of the critical financial evaluations that are beyond the scope of your divorce attorney's expertise, from preparing a Lifestyle Analysis for you to projecting the financial and tax implications of each divorce settlement option.


Your divorce attorney, meanwhile, handles all legal matters, including the actual settlement negotiations, using our analyses and projections as “ammunition” to substantiate your position at the negotiating table or if necessary, in the courtroom. (If you don’t have a divorce attorney, we’ll be happy to recommend several excellent divorce attorneys for your consideration.

Lifestyle Analysis

Our process is comprehensive. After conducting an in-depth financial assessment, we’ll provide a detailed Lifestyle Analysis and other evaluations, answering such questions as:

  • How will our assets likely be divided?

  • What funds will I have after the divorce, and how long will they last?

  • Will I be able to maintain the standard of living I enjoyed during my marriage?

  • Can I keep the house? Should I keep the house?
    How much alimony should be paid, by whom, and for how long?

Included in our analyses are a complete review of complex financial assets such as pensions and other retirement plans, stock options, restricted stock, real estate, intellectual property, brokerage accounts, closely held businesses and professional practices… even hidden assets.

Financial projections for each divorce settlement option

To evaluate proposed divorce settlement terms, Divorce Planning Group provides financial analyses and projections that show the full financial and tax implications of each proposed settlement offer: critical information your divorce attorney can use to substantiate your position at the negotiating table or if necessary, in the courtroom.

We also analyze the need for alimony and the amount and duration of those payments.

Why are these analyses and projections so important? On the surface, a divorce settlement offer might appear entirely fair and reasonable even to an experienced divorce attorney, but delving more deeply can reveal a different picture.


We are not attorneys; rather, we help clients and their divorce attorneys decide on the most advantageous way to divide marital assets and enable them to negotiate more favorable settlements, especially when there are complicated financial and tax issues.

We typically work alongside our clients’ divorce attorneys, analyzing complex financial assets, evaluating proposed settlement terms and providing projections that enable the attorney to negotiate the most favorable divorce settlement agreements. Together, we help our mutual clients emerge in the best financial shape possible: not just in the short term, but far into the future.


Your divorce is final! Congratulations….

You’ve made it through! Now some of the real work begins. Your accounts need to be consolidated, IRA’s transferred, QDROs completed, bank accounts closed, tax planning considered, wills redone, etc. It can be very overwhelming! We can help you with financial planning after the divorce in order be sure you don’t miss anything important, so you can begin the next phase of your life with confidence and peace of mind.

We’ll work with you as long as necessary to ensure that ALL of the terms of your settlement agreement are completed, and you get the assets you’re entitled to.

As a Certified Financial Planner with over 11 years of experience, Wilson Day is equipped to help you manage your financial life post-divorce to ensure that your financial plan has the best chance of success.


Wilson will make sure that you have a clear vision for your new life post-divorce.

Services include:

  • Retitling assets you have acquired in your name

  • Facilitate the transfer of any type of IRA from your ex-spouse to you

  • QDRO’s – Qualified Domestic Relations Orders

  • Retirement planning* 

  • Education and college savings planning*

  • Investment advice and management*

  • Estate planning & life insurance*

  • Cash flow analysis

  • Help determining if you should keep the marital home or move

  • Monitor unvested stock options until they vest and facilitating the transfer of those options into your name. 

How can we help?

Our niche is post-divorce financial planning.  Your divorce decree does not automatically give you the assets you have fought for.  The work of having those assets put in your name begins after the divorce is final. We help our clients do this.  We also work closely with those post-divorce on cash flow analysis, tax planning, investment positioning and estate preservation.  We help clients vocationally if they need work, we help them acquire insurance, refinance assets, find CPA’s, organize check books and in general, help our clients have peace of mind financially as they begin the next chapter in their lives.

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