We Wrote the Book on Divorce Finance. Literally
welcome to
Smith Financial Services Group
Divorce isn’t just an event. It’s a process.
Divorce can be stressful, but it doesn’t have to be overwhelming. Smith FSG is here to bring you peace of mind and guide you step-by-step through what can seem to be an alien and unnecessarily intimidating process.
As one of the leading and most sought after divorce financial professionals in the industry, Michelle Smith has seen it all during her 25 years of practice. As a Certified Divorce Financial Analyst™ (CDFA™), her financial planning and investment expertise serve as the basis for the divorce financial specialty at Source Financial Advisors. She and her team have developed a holistic process from lifestyle review to settlement analysis that will educate and give you the confidence to pursue the best path forward.
Take a deep breath. Our many years of experience ensures that you have a trusted advisor to lean on during the entire process for clear thinking, perspective, guidance and access to the skills and services necessary to ensure that everything will – ultimately – be okay.
Divorcing Individuals
Each divorce is different and no two follow exactly the same path. Whether the divorce was your idea or you suddenly find yourself going down a road you never wanted to travel, you should be aware of all the issues involved for reaching the best outcome. Divorce raises tough questions. We have the answers.
Post-Divorcing Individuals
Divorce can be a crash course in understanding finances that can be overwhelming for even the financially sophisticated. Once your settlement is final, we'll help you design and execute smart, strategic plans to manage your money -- whether you receive it as a lump sum, monthly payments, or both.
Attorney Services
Our team assists attorneys in compiling and evaluating the often vast detailed financial information inherent to divorce: we’ll review all documents, statements and records to corroborate every budget expense and ensure your client’s financial declaration will advocate their case.