Financial Insights & Strategies, LLC
Empowering Wise Money Decisions
Let’s start a conversation. 408.718.4839
sandra@financialinsightsllc.com
Partnering with You to Gain “Calmfinance℠“
Financial Insights helps you to understand your financial situation, to replace fear with knowledge, to equip you to make sound financial decisions, to avoid costly mistakes, and to achieve financial wellbeing.
Navigate Your Divorce
Divorce is an emotionally-charged journey whose financial and emotional struggles are life-altering. This can feel overwhelming and frightening, especially regarding financial complexities. I can help you move forward with reduced uncertainties, greater financial acumen and better positioning for a more equitable settlement.
Strategize Your Financial Future
With relevant data, analyses, and financial projections, you will gain a better understanding of options you have for better settlement decisions and how they will impact your financial wellbeing.
Mediation Financial Neutral
We help mediating couples by bringing objective, fair and neutral clarity to family finances. We develop your marital balance sheet, marital standard of living, family income and expenses, and equitable division of assets. Our partnership facilitates a mutually agreeable settlement that addresses the interests of both parties.
We can also act as one party’s financial advocate in mediation, or as a silent consultant, ensuring you are well prepared with financial acumen to settle.
Streamline the Process
Divorce is a journey with turbulence and inefficiencies. I am dedicated to helping you untangle your marital assets, saving you money, time, and complexity. I can help you organize and prioritize what’s important to achieve your desired outcomes.
Are You Wondering?
Will I have enough money to live on?
How can I create a divorce settlement plan that will provide lifetime security?
Can I afford to keep the marital home?
How will I afford college for my children?
What portion of the retirement assets and pension will be mine?
How can I minimize the tax implications of my divorce?
How should I divide a lifetime of joint income, savings, investments, and debt?
How much will I pay or receive in spousal support and child support?
What assets should I negotiate to keep?
How do I care for my special needs child into adulthood if divorced?
Financial Insights can help answer your concerns
Gain Calmfinance ℠ with Financial Insights
We are delighted to:
Analyze the financial impact of the division of assets
Project future financial security through scenarios and make recommendations to optimize results
Characterize marital and separate property
Analyze retirement accounts for division
Provide creative options for your marital home disposition
Craft different settlement option scenarios and project their consequences
Assist with budgeting during and post divorce
Assess the marital component of stock options, RSUs, and deferred comp
Generate spousal/child support calculations and MSOL calculations
Analyze financial considerations of a special needs child in divorce
Find undisclosed hidden assets or diverted funds
Identify your insurance needs as a consequence of the divorce process
Identify estate planning (wills, POA, healthcare directives) needs post divorce.
“It’s not what you look at that matters; it’s what you see.”
- Henry David Thoreau
Sandra A. Giudici, MBA, CDFA®, CTS,® ChSNC®
Welcome to my firm, Financial Insights & Strategies. I’m an experienced financial consultant and Certified Divorce Financial Analyst Professional®, specializing in efficiently and affordably addressing financial aspects of divorce. My goal is to help you strategize and realize desirable long-term outcomes of potential settlements. Let me coach you through the financials so that you will thrive post-divorce. Working in collaboration with attorneys and mediators, I can help you make better money decisions for your financial wellbeing.
“I’m in it with you. I’m not here to fix you.
I’m not here to feel it for you.
I’m here to feel with you and let you know that you’re not alone.”
-Brene Brown
Did you want to talk?
Contact me for a complimentary 15-minute consultation.