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