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Disclosure

Sand Oak Divorce Solutions, LLC does not provide tax or legal advice. Be sure to consult with your own tax and legal advisors before taking any action that would have tax or legal consequences.  We serve clients in Panama City, Panama City Beach, Rosemary Beach and all along 30-A, Lynn Haven, Callaway, Parker, Mexico Beach, Ft. Walton Beach, and Niceville.

 

Also servicing Pensacola, Tallahassee and Southeast Alabama and can also assist couples nationwide virtually. 

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Sand Oak Divorce Solutions Services

 

Our firm (A Veteran Owned Small Business) supports individuals and couples - just like you - to have a more informed and less expensive divorce experience. We TRULY believe this outcome is achievable, and are committed to changing the way the divorce process impacts you and your family's lives, relationships, and money - now and in the future.

Certified Divorce Financial Analyst

 

You may ask, what is a divorce financial analyst? The Institute for Divorce Financial Analysts™ says a "Certified Divorce Financial Analyst® (CDFA®) can explain all financial aspects of the pending decisions and help to empower their clients to make educated decisions throughout the proceedings." It also means, that a CDFA® can help their clients to save money during the divorce process, and help both parties to find a mutually beneficial agreement.

Experienced Divorce Financial Planner

 

We offer divorcing parties and their legal teams the expert support they need to amicably divorce their financial assets and liabilities. David Smith and his team work with individuals, couples, and attorneys to provide full clarity on income, assets, liabilities, as well as any tax consequences of proposal divisions. We provide the most knowledgeable assistance to ensure your financial future. 

Collaborative Trained Divorce Financial Neutral

 

As a Divorce Financial Planner, David Smith is excited to be a founding general member of the Northwest Florida Collaborative Law Group  - an organization of like-minded legal, financial, and mental health professionals all additionally trained in Collaborative Divorce.  

 

Post-Divorce Transition

 

So…now your divorce is final – are you completely done? No, there are important steps to take that can be overwhelming!  We can help get you through. Begin the next phase of your life with confidence and control. We’ll work with you as long as necessary to ensure that nothing falls through the cracks and ALL of the open items of your settlement agreement are completed.

We Provide Support in the Following Areas:
  • Examination and interpretation of the financial issues of your divorce.

  • Thorough review and scrutiny of all financial documents.

  • Inspection and audit of completed Financial Affidavit forms.

  • Provide you and you attorney (if you have one) with data, input, and details to help strengthen your case.

  • Determining the short-term and long-term impact of dividing property, and the ramifications of different proposed divorce settlements.

  • Review and analyze pension and retirement plans.

  • Integrate tax issues regarding account and property distribution.

  • Determining if you can afford to retain the matrimonial home, and is that the best decision? If not, then what might be an acceptable and affordable second choice?

  • Assessment of your overall insurance needs.

  • Establishing reasonable assumptions for projected rates of inflation and returns.

  • Suggesting creative settlement options that provide the most favorable and acceptable outcomes for both parties.

Have additional questions?

Watch our video >>

 

Click here to read the Ten Most Frequently Asked Questions Regarding Divorce Settlements.

Should you have any additional questions, do not hesitate to contact me at (850) 252-6325, or click here to send me a message.