We provide financial evaluations and strategies that are often beyond the expertise of your divorce attorney, including a life map and financial and tax implications. Because of our affiliation with Ullmann Wealth Partners, we have resources when it comes to the financial planning side of the process. Your divorce attorney will handle all the legal issues as we DO NOT provide legal advice. Our perspective helps us spot the issues and present them in a way that will be understood and well received by the mediators, and judges, if necessary.
The Divorce Advisory Group (an affiliate of Ullmann Wealth Partners) works with affluent non-working spouses before, during, and after divorce to help them make the most sound decisions. The services we provide are highly personalized and will depend on many factors, including where you are in the divorce process and the level of involvement you seek.
For example, we have participated in mediation alongside our clients and their attorneys. We’ve assisted clients complete their Financial Affidavits and have provided expert testimony to Judges and Magistrates in Northeast Florida. One thing that makes our services stand out is that we have a former family law attorney, Patrick Kilbane, as the Director of the Divorce Advisory Group. Pat worked for 10 years as a partner at a 300 member family law firm which gives him experience and perspective to help women going through the divorce process.
After the divorce, clients transition to Ullmann Wealth Partners to help you stay on track to reach your financial goals as outlined in your plan.