facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Divorce Consulting Services

Divorce Consulting Group


We help you successfully navigate the financial uncertainties of divorce and create a path for financial security and wellness in the future.



Team
Approach

Solutions
Focused

Experience

Empathy and
Compassion



With two dedicated Certified Financial Divorce Analysts (CDFA®), as well as a team of highly credentialed and experienced financial professionals, Sandbox Financial Partners is uniquely positioned to provide the comprehensive support required to address your unique and individual needs as you prepare to enter your next chapter.


  • Where do I start and who can help me?

  • Will my children be okay, will I be okay?

  • Do I have to sell my house?

  • Can I retire on time?



We help answer these questions and find solutions so that you can sleep at night.



“No matter where you are on your journey, that’s exactly where you need to be. The next road is always ahead.”

October 2015 issue of O, The Oprah Magazine


Divorce Consulting Services


Pre-Divorce Planning

Discuss the financial implications of divorce.
Begin the financial planning process.
Develop a strategy to best protect your financial stability and interests post divorce.

Organize all financial documents.
Prepare Financial Affidavit, including Net Worth Statement and Budget.
Address financial vulnerabilities such as shared account access and lines of credit.

Establish separate accounts.


In the Divorce Process

Analyze financial documents provided by both you and your spouse.
Identify inconsistencies and/or concerns in financial disclosures.
Assist with negotiation process using base- best- and worst-case scenarios.
Serve as an extension of your legal team for financial matters.
Manage your expectations.


Post Divorce

Provide checklist for all Estate Planning Documents.
Create QDRO when applicable.
Update post divorce financial plan, budget and cash flow.
Revisit investment strategy to achieve goals.
Provide peace of mind and confidence in your post divorce world.


Worksheets

Basic Personal Budget (Excel)

Divorce Document Checklist (Fidelity Investments PDF)

VP, Wealth Advisor

Rachael DeCosta, CDFA® is a VP, Wealth Advisor at Sandbox Financial Partners. She has worked as a financial advisor for over 20 years. She is a Certified Divorce Financial Analyst (CDFA) and a member of the Institute of Divorce Financial Analysts. A native Washingtonian, Rachael lives in Bethesda with her daughter and enjoys art galleries, reading fiction and non-fiction books, playing tennis and meeting new people. Check out my full bio (click here).

What should I do next? Please reach out to us at rachael@sandboxfp.com for your complimentary conversation. 


Ready to Get Started?

SCHEDULE YOUR COMPLIMENTARY CONVERSATION