Math modeling matters in divorce to both parties - it's the 'on the page' view of how each party will fare financially under a particular settlement and on what financial foundation they will build going forward. We’ll walk through 6 cases, 5 where modeling made a positive difference for the client and 1 where modeling was not done with an awful avoidable outcome. We will also look at how to model finances for expert testimony.
Decision Modeling: Demonstrating how to set up financial models for divorcing clients which allows them to make informed choices before signing a settlement.
Measurement: We will show the math that is important in modeling in divorce financial planning.
Reporting: Being able to translate what you are modeling to a client, attorney, mediator, judge, etc. is essential to achieving a good outcome.
Research: There is no winging it in divorce financial planning and no do-overs. Learn what research matters to the math models in divorce financial planning.
Louis Mendoza (Texas Taxes & Personal Assistant LLC)
"To the point upfront information"Andrea, PA
"The presenter's knowledge and experience were very helpful to someone not familiar with the process. She offered a nice dose of reality by showing how beneficial modeling can be and also how we can work with attorneys to deal with the legal side. Very professional way of offering examples yet protecting client's privacy! Congrats on your success over the years ... very dedicated professionals doing very needed work."Deborah, MD
"Who knew this service was available? Our clients need this information because they are blowing through college education funds...middle income folks....because they have no idea this information is available. Such a tragic situation! Such a wonderful service to offer!"Jeff, MA
"She provided a very clear and interesting perspective. I wish I had her services when I went through my divorce. Certainly, a valuable asset to reach out to if I have any clients that are going through a divorce. Great presenter and topic"Paul, NE
"I learned more in Ms. Sewell's 1-hour presentation than perhaps in any other 1-hr CPE event that I've ever experienced. The case studies were particularly useful to illustrate real-life outcomes in differing scenarios."Linda, TX
"This was absolutely the best CPA Academy seminar I have ever attended over many years. Bonnie was excellent in conveying information and I really learned a few things to assist not only my clients, but me personally.."Cynthia, TN
"WOW! Fantastic webinar with TONS of VITAL information. Very comforting to know there are tools and certified professionals to help with the financial decisions and show the future impacts of these decisions."David, WI
"This is amazing information that is needed in order to help clients down the road. It is better to be armed with the knowledge than having to react and need to tell the client, "let me get back to you.""
American Capital Planning, LLC
Fee-only Financial Planner And Financial Freedom Expert
bonnie@americancapitalplanning.com
(703) 771-0905
Bonnie was raised in a single family home in the wealthy hamlet of Clarendon Hills, IL, 15 miles west of Chicago. A small town of 7500, it was common in the 1960's to refer to such homes as 'broken'. While the family was often broke, her loving home was never broken. She endeavored to understand money: how it works, how it can work for you, and most importantly, how to use it for good, whether for your personal family goals or something even larger. Bonnie has been working with families and individuals since 1990 and earned her Certified Financial Planner designation in 1992. She also earned the Accredited Investment Fiduciary, AIF®, designation and Certified Divorce Financial Analyst designation, CDFA™. She served 3 years on the National Board for the Financial Planning Association, served on the Foundation for Financial Planning board, and served as President on the Board of Directors for the non-profit Loudoun Therapeutic Riding. She has also been a volunteer advisor for families in the Building Homes for Heroes program. Bonnie earned a Master’s degree in Financial Planning and keeps current through at least 30 hours of professional continuing education each year. As the 3rd generation of women business owners in her family, Bonnie has expertise in helping men and women meet their wildest dreams. In business ~ she can help you plan, build or exit your business profitably, she helps divorced clients keep and grow their settlements, and guides widows and widowers in their new lives.