Dissolution Planning Services

During the dissolution process, John assists attorneys and their clients in these primary areas:

  • Preparation of financial affidavit:  historical family budget, temporary and post divorce budgets, child support and maintenance calculations
  • Financial modeling of property settlement proposals
  • Income tax and cash flow analysis
  • Valuation of pension and retirement benefits
  • Historical wage analysis
  • House sale tax analysis, refinance, qualifying for a mortgage
  • Rebuttal reports
  • Expert witness testimony :  King, Snohomish, Whatcom, Kitsap and Spokane County
Once the dissolution is final, John provides transitional planning for the client to include  financial, career and tax planning services:
  • Income tax analysis
  • Cash flow strategies and cash control management system, corporate startup
  • Retirement analysis
  • Implementing QDRO transfers and medical insurance coverage
  • Reallocation of assets
  • Investment monitoring and reporting
  • Coordinate preparation of estate documents
  • Reallocation of assets
  • Corporate business creation for the
  • Insurance planning

Financial  Settlement  Solutions, LLC
Seattle, WA   98121

206.953.1231   -   866.953.1231

Financial Settlement Solutions does not provide legal or tax advice.

Financial Settlement Solutions LLC is a Washington Limited Liability Company registered as an Investment Advisor with the State of Washington.  Financial Settlement Solutions LLC will only transact business with persons living within the State of Washington.  Transactions or business will not be engaged in with anyone residing outside the State of Washington.