Want to avoid making financial mistakes before, during, or after divorce? When contemplating or experiencing divorce, financial issues can be confusing, scary and sometimes contentious. As a Certified Divorce Financial Analyst (CDFA), Laurie Itkin helps clients assess their current financial situation and consider various settlement options regarding property division and child and spousal support. She works either as a financial advocate and advisor to one spouse or as a neutral financial analyst for couples. Laurie meets with clients using Zoom video conferencing and screen-sharing. In addition to helping clients complete their required disclosures of assets and debts (FL-142) and income and expenses (FL-150), Laurie can help you make smart financial decisions regarding: - determination of separate vs. community property - the marital home and refinancing - spousal support step-downs and buyouts - retirement account division for pensions and 401(k)s - stock options and restricted stock units - determining income available for child and spousal support
Website: theoptionslady.com
Phone: (858) 220-4736
Closed now
- Sun Closed
San Diego, CA 92130 ·2154.97 mi
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Reviews
yelpLaurie's insights appear to have netted me $100k more in my amicable divorce settlement as we head into mediation drafting. Laurie also helped check our spreadsheets for typos etc. The attorney...
MoreMy girlfriend gave me a book by Laurie Itkin when she heard that I was about to go through a divorce. The book had been sitting on my desk for a while, then in one week's time I had two separate...
MoreMy fiance and I met with Laurie Itkin via Zoom to verify we were on the right track financially to buy a home, welcome a baby, and determine how to invest for retirement. She reviewed our...
MoreI couldn't go another day without sitting down to express my gratitude and appreciation of Laurie. She has been my financial advisor for several years now. She includes me in decisions, is patient...
MoreI found Laurie through the Worthy network and she has been an invaluable asset in me going through my divorce. Laurie is incredibly competent, professional, responsive - and most importantly - she...
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