The Expert Divorce Financial Planner in Colorado
Gain a clearer understanding of your finances and how the decisions you make today will impact your family and your own financial independence. Work with a divorce financial planner you can trust.
Call (720) 319-8279
The Importance of Divorce Financial Planning
This sensitive season in life demands both professionalism and expert knowledge to help you navigate the complex financial implications of divorce. From asset and portfolio analysis to child support and tax considerations, we work to adequately plan for the long-term. Ensure that all your family’s needs and priorities are thought through and are met.
Create a strategic plan with your divorce financial advisor that makes sense for today and tomorrow.
What Is Divorce Financial Planning?
Financial planning for divorce provides a structured approach to understanding and managing the challenging changes, putting a realistic and sustainable plan in place. As your dedicated financial advisor we help you understand your new financial status and how it aligns with the goals you have. From this starting point, we’ll create a plan to maximize your net worth. Let’s work together to grow your finances for a flourishing future.
Collaborative Divorce Financial Planning for the Future
From alimony and child support analysis to the attorney process, we specialize in working with you to create the most collaborative financial plan, customized to your unique situation. Whether you are paying child support or receiving it, we’ll review everything from tax laws to cognitive biases to help you feel prepared for your future.
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–Post – Divorce Financial Guidance
Our team provides assistance in creating a post-divorce budget, identifying new investment strategies, and providing ongoing support. As part of the Colorado Collaborative Divorce Professionals, we understand the specific needs of the families and professional operating in this space. Our integrated process aligns with and complements the process that attorneys take in the proceedings.
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–Financial Projection and Planning
We create a comprehensive financial projection based on account income, expenses, taxes, and potential future scenarios. This work helps to envision the outcomes of the decisions you make today.
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–Asset Division and Liability Assessment Review
Need help navigating the entire financial picture, defining how your life will change? Say your household income goes from $300k to $100k (plus an additional $50k in support per year for the next 5 years). We’ll discuss what that means and what type of plan you need to put in place for ongoing fiscal wellness.
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–Alimony and Child Support Evaluation
Regista works to review your youngest family members’ lifestyle changes and how that will impact the rest of your children’s “growing up” years. With goals-based financial planning, we look at ways to balance competing priorities, ensuring your values are at the forefront.
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–Tax Considerations and Optimizations
We walk you through future tax considerations and implications following divorce settlement. From answering whether you can be more liquid or if it’s okay to take from the retirement funds, we help prepare the right strategies for your unique situation.
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–Retirement Account Analysis
Financial planning for divorce provides a structured approach to understanding and managing the challenges, putting a realistic and sustainable plan in place. As your dedicated financial advisor we work to help you understand your new financial status and how it aligns with the goals you have. From this starting point, we’ll create a plan to maximize your net worth. Let’s work together to grow your finances for a flourishing future.
Achieving Your Goals with an Intentional Process
Create a strategic plan with your investment managers that makes sense for today and tomorrow.
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01Initial Consultation
In this first meeting, our goal is to simply get to know each other by learning about our backgrounds and identifying the benefits of a potential financial partnership.
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02Discovery
When we move forward to gathering data, we can start building the financial picture, scoping out assets and liabilities, and formulating long and short-term goals.
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03Planning
With your information in hand, we construct the deliverables which include your current financial analysis, proposed portfolio, and other options.
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04Presentation
After strategizing, we’ll review our initial proposal with you and discuss any concerns. Taking your feedback, we make any adjustments as needed.
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05Implementation
Once you’ve approved the plan, it’s off to the races. We’ll get all your options set up, including the latest monitoring apps as desired.
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06Cultivation
Regista continues to provide regular oversight and make suggestion based on your benchmarks and life circumstances. Through each year, we provide a partnership you can trust to help you make the best decisions for your future.
When You Partner With Us
Enjoy having a financial team that’s on your side, taking the time to help you understand and be confident in the plan you are about to take on.
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–Stress Tested Portfolios
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–Custom Behavioral Financial Analysis and Planning
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–No Minimum Requirements
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–Fee Only Pricing
What Do Our Clients Say About Regista?
A Few Thoughts on Divorce Financial Planning
Working with a financial planner educated and experienced in this space provides the valuable support you need to implement your post decree financial journey.
Akram is part of the Colorado Collaborative Divorce Professionals and serves as a board member. He understand the specific needs and challenges faced by attorneys and other professional operating in this space. We have a integrated process that aligns with the process that attorneys take in the proceedings.
You must consider all things from property division and asset valuation to tax consequences and spousal/child support scenarios. Protect your financial interests and find a more equitable outcome through intentional divorce planning.
Finding the Regista Way with Divorce Financial Planning
Regista exists to be the dedicated partner for the dreamers, doers and achievers who want to be actively involved in their financial process — by bringing the best resources and people around you, we seek to encourage, uplift, and inspire the next generation of investors.