Posted September 15, 2018
WCG (formerly Watson CPA Group) offers divorce planning and financial analysis in-person, by telephone or via Skype. We love to Skype- faces, inflections, all the good stuff for our long distance clients. Heck, even people in the same building seem to prefer a phone call or Skype.
We understand that this is probably a difficult time for everyone in your family, and we are sorry that you looking for this type of help.
Our fee is $150 for 40 minutes. If we decide to press forward with an engagement, we will credit the $150 towards future services.
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Consultations are scheduled on Mondays, Wednesdays, and Thursdays. Yes, we can accommodate other days and after-hours, but those are reluctantly agreed to. We will answer your questions to determine three things-
- Do you need our help?
- Can WCG (formerly Watson CPA Group) and its support staff help you?
- Can we work together as a collaborative partnership?
From there we can determine the best plan, and we will provide a quote for those services. This page is for divorce and financial consultation requests. While all these requests go into one big hopper, you might want to route your consultation requests using the buttons below-
Shockingly we actually return all consultation requests via email and phone call. No black holes here!
What do you want to chat about? You probably have a good list of things on your mind, and that usually springboards into other topics. In general, we try to touch on high-level issues such as-
- tax implications, filing status and deductions
- marital property valuations
- business valuations in divorce situations
- finding the right divorce attorney
- divorce settlement agreements and trading horses
- financial planning and projections
- life after divorce checklist
Our job is to serve you. And to do that, we need to discover your goals and find out where you want to be. Next ,we unveil problems and predicaments that are getting in the way of reaching your objectives. And finally ,we need to continuously evaluate the financial plan as it relates to your divorce and tweak as necessary. You know this of course- but you also know that you might need an objective outside voice.
And as Clint Eastwood once said in Dirty Harry, A man’s got to know his limitations. In other words, we are not interested in billable hours. We are only interested in providing you with sound advice. So if we feel that we cannot comprehensively and accurately deliver the information you need, we will provide referrals of other trusted professionals.
Remember, both parties should be equally upset about the financial implications of a divorce. Let’s work together to ensure your financial outcome is equitable.
It is challenging to discern when an interview BY the client turns into free advice FOR the client. And more importantly we are bound by the IRS, State of Colorado and our insurance provider to not engage in offering professional advice without an engagement agreement. Darn rules.
To set up an appointment, please call our offices or use the form below. Thank you in advance for time, and we look forward to working with you!