As a client of SKWealth, you can expect professional advice tailored to your needs and goals. Our team of CERTIFIED FINANCIAL PLANNERS™, Certified Public Accountants, and other professionals look beyond “The Big Picture” to establish your personal financial objectives. Whether you wish to fund an education, save for retirement or manage your investments, SKWealth is here to help you make informed decisions that will benefit your future.
Despite ever changing conditions in today’s markets, SKWealth is committed to adding value to your growing portfolio. We offer high-caliber guidance for your investment needs that reach beyond traditional expectations. Our fee-only philosophy ensures your needs are our top priority.
Working with a Certified Divorce Financial Analyst (CDFA) at SK Wealth provides guidance and clarity during the difficult divorce process. The CDFA’s role is to help the client and attorney recognize how the financial decisions made during the divorce will impact the client’s future. We develop a plan for your financial future that still has your integrity intact. We offer a complimentary meeting to determine if this service is right for you.
Our team is comprised of engaged & enthusiastic individuals who not only have the expertise of real-world financial solutions, but also have the experience to back it up. The SKWealth team represents you- not the industry. Let us guide you on your path to financial independence.
The Financial Divorce Navigator ™ process provides clients and their representatives, with the necessary information to make thoughtful decisions during an emotionally charged period. The steps in the Navigator process follow a natural progression to achieving an agreeable settlement and important post-divorce steps.
The Family Resource Analysis –
When a divorce takes place, the assets and net income that fueled one household must now support two. Having a clear picture of all available family resources is vital to informed decision making in the divorce process. We help you gather and organize your family net worth and sources of income and expenses to utilize in the settlement process.
The Fair Distribution Approach –
Divorce is not often equal but it should be fair to each spouse. We begin with an equitable settlement approach and modify as needed to ensure a positive long-term result for both parties and the family.
The Financial Scenario Strategy –
With the foundation of an equitable settlement, creativity may be necessary to satisfy both spouses. We model various scenarios to help formulate a settlement that will be agreeable and successful.
The Agreeable Settlement Experience –
When all parties agree on the settlement, the process is less contentious and more relaxed. We help review the attorneys’ draft settlement and prepare for the next step.
The Moving Forward Action Plan –
With a finalized settlement in place, we help to establish an action plan for moving forward. Dividing up accounts and retirement plans, establishing budgets, closing out joint debt and/or selling property may be necessary.
Tying Up Loose Ends –
As a single individual, with or without young children, you will need to follow through on making your own way. You’ll need to update beneficiary designations, create new estate documents, open new accounts and follow your own financial plan. We can help with all the above.
Click on Dollars and $ense to view our latest newsletter, which includes articles such as “2015 Was a Tough Year for Returns – What is the Outlook for 2016,” “New Legislation Makes Many Tax Provisions Permanent,” and “Wednesdays for Women – Divorce Workshop”, as well as comparative benchmarks.
Click on Dollars and $ense to view our latest newsletter, which includes articles such as “After the Weakest Quarter in Four Years, What’s Next for the Markets?” and “Should Investors Sell After a Correction?,” as well as comparative benchmarks.
Click on Dollars and $ense to view our latest newsletter, which includes articles such as: SKWealth’s new investment reporting system and electronic delivery system; Homeowners brace for cash crunch as HELCOs come due; Will the Greece crisis derail the markets; and a comparative rate of return summary to benchmark your portfolio.
Click on Dollars and $ense to view our latest newsletter, which includes articles on a new financial tool to help track and monitor your financial plan on a daily basis; an upcoming nationally acclaimed divorce workshop; how today’s bull market stacks up; questions to ask to save you money on your auto insurance…