How Do Divorce Financial Planners Help in Separation

Guest: Kim MacDonald

Episode Details

Getting prepared for divorce involves a lot of "discovery". Knowing where to start, what information and documents need to be gathered and how to organize it all is a large mountain to climb.

There are Financial Divorce Specialists who are hired to help people with the process.

Meet Kim MacDonald of MacDonald Advisor at Raymond James Ltd. a practicing Certified Divorce Financial Analyst and Chartered Financial Divorce Specialist.

Kim walks us through how she got involved and what she does with people when they reach out.

Guest Bio

Kim MacDonald is a Financial Advisor and Insurance Advisor dedicated to providing clients with comprehensive wealth management to help them make the most of their lives.

She started in the financial services in 2005 at the age of 25 with a reputable bank owned investment firm in Edmonton and she worked under the tutelage of one of the most experienced Financial Advisors in Canada.

Kim partners with a select group of individuals, families, not-for-profits, and business owners to invest their earnings, work through robust planning and insure for life's surprises.

Everyone comes to Kim with a different story and set of experiences in life but they all have one thing in common: they are all extremely busy people who benefit from a professional keeping them on track, providing the most accurate and unbiased advice and coordinating their financial affairs.

Everyone works through topics that are relevant to them.

The areas explored include:

  1. Tax planning
  2. Financial planning
  3. Retirement planning
  4. Estate planning and preservation solutions
  5. Education planning
  6. Divorce planning
  7. Debt planning
  8. Protecting against death
  9. Protecting against illness
  10. Protecting against disability
  11. Covering business overhead costs when disabled
  12. Protecting your company from key person risk
  13. Travel insurance
  14. Group retirement
  15. Group benefit plans
  16. Investment portfolio review and construction.

We provide a comfortable environment for clients to open up to us about life's challenges and we are focused on delivering clear and logical steps to address all areas that are important to our clients. Kim is acutely aware that clients want logical solutions with measurable results that position them towards their goals.


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