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Typical Post Decree Action Plan

Implementing a Separation Agreement on your own can be daunting, yet it is essential that you take action immediately.  Here are some of the action items I can guide you through, even when you must do them for the very first time.

  1. Set up budget in Quicken

  2. Track spending by each expense category

  3. Track cash flow

  4. Routinely review Separation Agreement—make sure each party is in compliance

  5. Select proper asset allocation and invest divorce settlement funds for short- and long-term needs

  6. Monitor funds’ performances

  7. Manage process of separating one household into two, such as updating:
    * auto, property and life insurance policies
    * investment account beneficiaries
    * checking and saving accounts

  8. Sell the marital home, qualify for a new loan for a new home, purchase a new home

Summary of Services • Typical Post-Decree Action Plan • What to Expect • Client Stories • Divorce FAQ
 

 


"Sigman Financial Fitness eliminated the chaos I experienced while going through a divorce. Lauren made things so much easier as we worked through the difficult financial details of creating two separate households."

 

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