SquareOne is...
...our divorce planning process that will help you make the best choice when it comes to your settlement options and guides you through the divorce process with regards to all things financial. We work closely with your attorney to identify the options that will secure your financial future and kickstart your new life.
We understand your challenges...
- Involved in the day-to-day household finances, but traditionally have taken a back seat when it comes to long-term financial planning
- Often unprepared to deal with unique retirement and healthcare considerations
- Responsible for the well-being of your children and loved ones
...and are here to assist you in kickstarting your independent financial life.
Setting up accounts, changing beneficiaries, etc. can be an overwhelming task. Our team will guide you through the transitioning process and set you up with a financial plan that will give you the confidence to make financial decisions on your own.
Brandi Monroe
Divorce Financial Specialist
David Cullen, CFA
Years of experience have prepared us to guide you through your life transitions.
Cherie Sayban, CPA
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
No matter where you are in the divorce process, we are here to guide you through it.
Is Divorce Right For Me?
At Evident, we are a part of the International Academy of Collaborative Professionals. That means we work closely with attorneys, mediators, mental health-, and financial professionals to form a winning team around you. We will be happy to introduce you to the members of our team to make sure you make the decision that is right for you.
What Makes Sense In the Long-Run?
- Analysis of settlement options
- Probability of success of sustaining assets for each option
- Evaluation of tax liability for each scenario
- Detailed financial plan taking into consideration your personal risk profile
How Do I Start My New Financial Life?
We stick around after settlement to help you transition into your new financial life as well.
- Transitioning assistance for bank and retirement accounts, insurance, etc
- Financial literacy coaching