John and Stephanie were an affluent couple, very close to retirement,
in a long-term marriage. Their kids were grown and their divorce
centered around dividing assets. They wanted to preserve their
relationship since weddings and grandchildren were part of the
foreseeable future.
Grey Divorce with Neutral Mediator
How We Helped
Our experienced CDFA analyzed their assets, creating a total value, and the guided John and Stephanie through the mediation process of dividing assets. Both were provided guidance on financial considerations and how assets could be split in the most simplified, tax equal method. Stephanie, who had not been involved in retirement planning, was shown projections which assured her that her half of the assets would be enough for retirement.
John and Stephanie’s Success
With the help of a CDFA and mediator, John and Stephanie achieved a fair and amicable divorce agreement. They were able to navigate the emotional aspects of separation and the positive outcome allowed them to both attend future family gatherings with an attitude of mutual respect.
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Mary Salisbury is a Certified Divorce Financial Analyst and a NC family mediator. Mary’s background includes a career as a financial advisor where she held securities licenses 6, 7, 63 and 65. She also formerly held the credentials of Certified Pension Consultant and Qualified Pension Administrator during a career in employee benefits. Mary graduated with degrees in Economics and Marine Affairs from the University of Miami, FL.