Divorce Settlement Offer to Settle – Evaluation

10 Ways Getting An Expert Opinion About Your Divorce Settlement Offer Will Help

Avoid making costly financial mistakes
Ensure all assets are identified and allocated
Ensure all entitlements are claimed
Minimize the tax implications of your settlement
Give you peace of mind through frequent reviews during your divorce proceedings
Address your personal concerns
Assess and evaluate key settlement documents
Receive cash flow projections showing you the short and long term implications of your offer
Evaluate or prepare ‘buy out’ offers
Give you the confidence to make informed decisions

You want to end the uncertainty. To be sure that your divorce settlement offer is fair and won’t leave you in financial trouble. Getting an expert to evaluate every aspect of the deal that’s on the table will go a long way to end the uncertainty and bring peace of mind.

3 Reasons Why You Need A Divorce Offer to Settle Evaluation

1) ONE CHANCE

That’s all you get to sort out your divorce settlement. Once you sign on the dotted line, you’re committed. So you want to make sure the terms are as favourable to you as possible. Getting an expert to assess your divorce settlement will ensure they are.

2) IS IT FAIR?

Chances are this is your first divorce, so you won’t know if the divorce settlement offer you’re getting gives you a fair deal and enough money to live on. Getting a financial specialist who deals with divorces every day to evaluate the terms of your divorce is a good move for obvious reasons. And don’t rely on your lawyer – they are unlikely to have the particular financial expertise you need to get the best deal.

3) COULD YOU DO BETTER?

If you have no experience of evaluating divorce settlement offers, you’re unlikely to spot areas where you can improve the settlement in your favour. An expert will.

I’m A Certified Divorce Financial Analyst

And I’m Ready To Help You

Hello, I’m Ken S. Maynard, and in my line of work, I’ve witnessed many serious financial errors being made during divorce settlement offer evaluations.

You might be tempted to get your divorce lawyer to handle the evaluation. But many lawyers don’t have the necessary skills to give you proper financial advice. And with so many divorce decisions affecting your finances, you really do need expert financial advice to ensure you get the best deal and don’t lose out on your entitlements.

As a Certified Divorce Financial Analyst at Divorce the Smartway, I’ve been providing divorce settlement offer evaluations for many years. But I know what it’s like to have limited financial knowledge, so please don’t feel embarrassed about asking me ANY questions about your divorce settlement offer.

As a survivor of separation and divorce, I have been through this life-altering event. I can tell you little has been reformed in family law over the decades. I came away from my own horrific experience with a single-minded passion: I would want no family to go through what my children and I went through.

My entry into the Financial Services sector began in the early 1980s. This was the era of 20% interest rates, collapsing markets. My role was collecting payments and restructuring financial arrangements in an environment where both sides had much to lose. My mid-career work focused on troubled real estate. This saw me consulting to some of the big accounting firms, banks and private lenders with the work demanding the highest levels of financial analysis and exit strategy development. Later in my financial career, I found myself in an analytical role at one of Canada’s leading Mutual Fund managers.

It’s all experience that has stood me in good stead when it comes to helping others make wise financial decisions in my current role, for which I undertook intensive training in order to develop analytical skills and expertise relating to divorce financial issues.

The Ways I Can Help You Get A Better Divorce Settlement

Of course, every case is different, and only by closely reviewing your unique circumstances can I offer you specific advice. But here are examples of how I’ve helped some previous clients:

CASE 1:

I consulted with a support payer who’s matrimonial home buy-out loan was declined by the mortgage lender. After reviewing the settlement structure. I crafted an alternate offer to settle structure that maintained the agreed payment but allows the mortgage loan to be approved by the lender.

CASE 2:

I achieved an increase of $105,000 in a property settlement for CLIENT A, because of a separate property not claimed in the initial proposal.

CASE 3:

After conducting a divorce settlement offer evaluation, I was able to secure an extra $43,000 for CLIENT B above what was originally proposed, thanks to a retirement account that wasn’t properly taken into account in the initial proposal.

CASE 4:

I advised both parties to adjust the settlement to pay off debt, saving both $30,000 in interest payments, and freeing up over $1,000 per month cash flow.

What Happens When You Decide To Get A Divorce Offer to Settle Evaluation

STAGE 1: Initial Consultation – 60-90mins

This can happen face-to-face or online and will see us get together to establish your priorities and assess your divorce settlement offer.

STAGE 2: Financial Analysis

I will go away and carry out a thorough review of your financial situation and a full analysis of your divorce settlement offer.

STAGE 3: Written Report

I’ll generate and send you a written report outlining the pros and cons of your divorce settlement offer, plus any other financial factors I feel you need to take into account.

STAGE 4: Final Consultation 60-90mins

This can happen in-person or online and will involve us reviewing the report and you asking me questions before we decide on the best way forward

Give yourself the best chance of getting a divorce settlement that has your best interests at heart. Reach out to me, Ken S. Maynard at Divorce the Smartway for a divorce settlement offer evaluation today.

Schedule Free 15 Minute Getting Acquainted Call

Conclusion

Getting divorced requires you to make many difficult decisions. But one of the best decisions you can make is to present an Offer to Settle (or respond properly to an Offer to Settle). What goes along with a good offer to settle is having your offer to settle evaluated by a financial expert.

This basically involves getting a second opinion about the financial terms of your divorce settlement from a Certified Divorce Financial Analyst who will be able to assess whether what you’re being offered is fair and in your best interests.

Would you like to learn more? Get in touch for a Get Acquainted Call to learn more about finding a separation agreement with a soft landing.

Offer to Settle Definition

A proposal made by one party to the other, prior to the trial of an action, setting out the terms on which the party is prepared to settle. Offers to settle can save costs from continually going to trial if the settlement received now is immaterially different than a ruling from the judge that it would make the most financial sense to settle. In addition, a settlement is a sure thing once on paper and is in your full control and a court ruling is up to the judge’s perception and knowledge; and is considered as taking a risk awaiting that ruling.

More About: Offer to Settle

Here is a video you may find helpful

Offer to Settle in Family Law

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About the Author:

Ken Maynard CDFA, Acc.FM

I assist intelligent and successful couples in crafting rapid, custom separation agreements that pave the way for a smooth transition towards a secure future. This efficient process is achieved in about four meetings, effectively sidestepping the excessive conflicts, confusion, and costs commonly linked to legal proceedings. Clients have the flexibility to collaborate with me either via video conference or in-person through a DTSW associate at any of our six Greater Toronto mediation centers, located in Aurora, Barrie, North York, Vaughan, Mississauga, and Scarborough.

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