Family Financial Services

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All Family Financial Services listed below are completed by Jo-Anne Fiore who earned a BA in Economics from York University, is a Certified Financial Planner (CFP), Registered Retirement Consultant (RRC) and Accredited Financial Divorce Specialist (FDS) with a certificate in Family Mediation from York University.  We also have Karen Smith who is an accredited mediator and CDFA.  To register, contact PCCS info@pccs.ca

Financial Data Statement (Particularly useful for separation & divorce – for your mediation or lawyer)

  • Assists with the compilation of financial data
  • Help to produce a fully completed Financial Statement
  • Statement useful for Mediation and Lawyer
  • Helps save time and money
  • Provides a review of settlement options
  • An assessment of budgetary needs post divorce
  • Evaluates monthly budgetary expenditures against support obligations
  • Provides all spreadsheets and tools needed to move forward
  • (If family businesses are involved please ask for a quote as it could involve more complex analysis)

COST:  $1200 PLUS HST PER PERSON/$1800 PLUS HST PER COUPLE

 

Post-Divorce Budget Analysis:  (Particularly useful for those  persons who are separating, separated or divorced)

  • Review of budgetary needs
  • Develop a post-divorce budget incorporating the new variables (i.e. new home, support, retirement, etc.)
  • Educate on the different financial tools and strategies required to move forward
  • Receive necessary spreadsheet to maintain and keep track of your spending
  • Help develop a post-divorce financial plan to ensure future lifestyle needs are met
  • Give you the confidence and understanding you need to build a solid self-supporting future on your own

COST: $600 PLUS HST PER PERSON

 

Analysis and Implications of Settlement offer:  (Particularly useful for separation & divorce mediation and/or settlement offers)

  • Assess future planning needs
  • Review Budgets
  • Provide a Cash Flow Analysis of the settlement income stream
  • Net Worth and Liquid Asset projection charts and visuals
  • Help identify any area of concern or shortfalls
  • Provide an Analysis of up to 3 settlement options
  • Professionally bound package and complete write up
  • Empowers you to make well thought out and informed decisions to ensure that all your interests and concerns have been addressed and met

COST: $800 PLUS HST PER PERSON

 

Divorce