CLAY A. CALDWELL, CDFA Marital Finances.Com
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| Obtaining accurate records is essential for any financial analysis. Ideally you should have Tax Returns, Small Business and Partnership records, current Bank Statements, Check Registrars, Credit Card Statements, Brokerage Statements, Retirement Plan Documents, Trust Documents, Real Estate Documents, dependant information, employment histories and documentation of separate assets. This information will only become more difficult and costly to obtain once your divorce has begun. For your privacy, you can redact last names, soc sec no.s, account numbers and street addresses. The next step is easy! Email a brief description of the issues you are having, and I'll respond as soon as possible CLAY A. CALDWELL, CDFA |
| Disclaimer: Your results will only be as accurate as the information you provide. No financial professional, including myself, can be held responsible for errors or omissions resulting from inaccurate or incomplete information. |
