Working with a Financial Planner

Posted By: Suzy Miller on 10/08/2023 at 07:57

Getting a cash-flow forecast from a specialised Financial Planner is key to assessing how to split the finances.

The focus being assessing ‘need’ and looking long term – how not to run out of money and how to structure the settlement to provide the greatest long term security. Taking into account potential tax issues.

End up with one or two options so your STBX can ‘make a choice’. Use mediation to have that discussion.

Use dTour.Life to keep all the financial and legal information in one place (it’s part of the SDG subscription).