We act as your financial advocate, but it’s important that we connect with the human side of money as well.

 Book an appointment now
Book an appointment now

We act as your financial advocate. But it's important that we connect with the human side of money as well.

smithfsg

Divorce Services for High Net Worth Individuals

At SmithFSG, our commitment is to keep our clients focused on the bigger picture while navigating the intricate details, understanding their financial landscape, and advocating for their needs, desires, and best outcome. With a specialized focus on guiding individuals through divorce, we provide invaluable clarity on the critical financial matters that arise before, during, and after this significant life transition.

Book an appointment now   >

Michelle Smith, CDFA® and founder of
SmithFSG

Our Suite of Services Are Designed To:

  • Enlighten you about your financial status to chart a clear path forward
  • Compile your financial assets and liabilities for your statement of net worth/financial affidavit
  • Analyze and categorize historical spending patterns
  • Identify and document both marital and separate assets
  • Uncover any hidden assets and trace fund movements between accounts
  • Document the standard of living during the marriage
  • Scrutinize financial statements and tax returns
  • Prioritize personal financial goals and obligations
  • Estimate anticipated financial needs
  • Review public and private sector retirement plans
  • Evaluate employee benefits, including stock options and restricted options
  • Collect, analyze, and review insurance policies
  • Analyze executive compensation plans
  • Project post-divorce household funding requirements
  • Customize a settlement to fully address current and long-term financial needs, comparing options to ensure alignment with your unique circumstances.

Book an appointment now to learn more and embark on the journey towards financial empowerment and security.

Book an appointment now   >

Tips Around Divorce, Financial Settlements and Strategy

Where to rank the issues in your divorce

Video Clip: Michelle Smith, CDFA® and founder of SmithFSG, discusses the importance of prioritizing the issues confronting you in divorce, and then developing a strategy and approach in order to help secure the best financial outcomes for you

What's your divorce strategy?

Video Clip: Michelle Smith, CDFA® and founder of SmithFSG, discusses the importance of setting divorce strategy and compares it to the game of checkers vs. chess.