Are you thinking about getting divorced?  In the process of getting divorced? Post divorce?

Although your life may be starting to look different than what you imagined, your financial security doesn’t have to.

When life changes, it creates new situations and levels of uncertainty, often making next steps difficult and confusing. Keli Hazel & Associates is experienced in handling the finances of our clients throughout the entire divorce process. We’ve developed an easy- to-understand system to help you navigate this life change.

Each situation is unique. Here are some examples of what we can offer you: 

Pre-Divorce Services

  • Educate clients about the options, process, and financial aspects of divorce
  • Assist with organizing critical documents
  • Prepare budgets and a Statement of Net Worth (the Financial Affidavit)
  • Explain the financial pitfalls to avoid during the negotiation process
  • Recommend lawyers/mediators based on the client’s needs, preferences and budget

In the Process of Divorcing

  • Review and analyze financial documents, insurance policies and annuity contracts
  • Prepare you for meetings with your lawyer or mediator 
  • Establish goals for children’s college tuition
  • Discuss need for Qualified Domestic Relations Order (QDRO)

Post Divorce

  • Provide attorney recommendations to prepare new legal documents including the Will, POA, Health Care Directive, Trusts, etc.
  • Evaluate and update monthly budget
  • Provide recommendations for new experts including CPA’s, P&C insurance, Health insurance, realtors, etc.
  • Assist with obtaining new insurance coverage (LIfe, P&C, Health and Long Term Care).
  • Review your credit score/report and advise how to improve your credit rating
  • Help with transfer of assets

It is our goal to assist in helping you understand your new financial picture - the one after your divorce. When taking care of yourself and your family becomes critical, Keli Hazel & Associates are here to support, educate, and guide you towards a secure reset of your financial future.