YOUR DIVORCE MAPP TM

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1 YOUR DIVORCE MAPP F a m i l y O f f i c e Greensboro Raleigh Charlotte Atlanta Dallas Charleston Orlando

2 Surviving Thriving After Divorce Divorce MAPP Marital Asset Protection Program Divorce is never easy, and the road through divorce can be a long an uncertain one. While the personal effects of divorce are complex enough to deal with on their own, adding the burden of financial concerns makes it even more difficult. There will be hills and valleys along the way, but there is also hope. We offer a map to guide your path and a team of caring professionals to come alongside you to ease the process. Having a trusted financial advisor to lean on can help you maintain objectivity and focus and ensure attention is given to the details that are critical for obtaining the best possible outcome. Our team is here for you, not only to help you through your divorce, but also to help you take control of your financial future and pave the way for financial independence. Our goal is to help you to not just survive divorce, but to thrive. Our team is here for you, not only to help you through your divorce, but also to help you take control of your financial future and pave the way for financial security and independence. We ll help you to not just survive divorce, but to thrive. Knowledge Empowerment Independence The Marital Asset Protection Program is a proprietary 5-step process we have developed to help you receive the portion of marital assets that will empower you to enjoy the lifestyle you are accustomed to, while working towards financial independence.

3 1 You Are Here Going through a divorce will present you with some of the most challenging financial decisions you will ever have to make. Knowledge is power, and this initial step of our Divorce MAPP program will center around: Divorce MAPP Marital Asset Protection Program Understanding your unique situation and the circumstances surrounding your divorce Where you currently are in the process The difference between the traditional process and the Divorce MAPP program Properly assessing your needs Setting suitable goals Avoiding financially devastating mistakes 2 Setting A Destination: Independence This phase of our program is designed to gather all the information needed to ensure you receive your fair share of marital assets. Historical spending and marital standard of living Investments to be divided Assets and Liabilities Analysis of at-risk assets Tax returns and financial statements 4 Settlement Mapping When step three is complete, our team of Divorce Wealth Management professionals will work directly with you and your legal team to reach equitable settlement solutions. Review of proposed settlements to ensure alignment with lifestyle needs Long-term financial illustrations based on proposed settlements Review of various scenarios and outcomes Expert witness testimony Mediation participation and support Proposal adjustment suggestions 3 Trip Planner Once all the necessary information has been gathered, we analyze it and prepare thorough reports to improve the odds of you getting the maximum settlement. The financial information we prepare saves your attorneys time, thus saving you money in legal fees and document preparation charges. Lifestyle Analysis (150+ Pages, Professionally Bound) Comprehensive budgets Future income and expense analysis Legally required financial affidavit Full evaluation of assets 5 New Horizons Once a settlement has been reached, our team will work to ensure everything is finalized as quickly and efficiently as possible. Ensure all terms of settlement are met Asset protection planning File system, online access, and document vault Implementation of investment portfolio designed to meet stated goals and objectives Income and retirement planning Creation of final budget

4 Who is Sherry W. CAMPBELL CFP, CDFA? Sherry is a Wealth Planning Advisor with a passion for helping her clients through the challenging financial issues of divorce. She primarily works with family law attorneys and clients throughout the country. She provides customized recommendations for divorce settlements as well as comprehensive financial planning solutions. OUR SERVICES Our services include comprehensive documentation and analysis of your financial status, including net income, expenses, assets, and investments. This often leads to a settlement in a more reasonable and amicable manner, avoiding expensive court trials while minimizing the anger and other emotions that can accompany the division of assets. As your compassionate partner in this process, we will: As a Certified Divorce Financial Analyst with more than two decades of industry experience, Sherry has the professionalism, expertise, and knowledge needed to help her clients negotiate the most equitable financial settlements. She also understands the emotional and logistical challenges of divorce and works to help her clients avoid critical mistakes. She is an active member of the Financial Planning Association and the Institute for Divorce Financial Analysts. Advise you how to financially prepare for a divorce. Prepare financial information and analyses for your divorce lawyer. Work with your divorce lawyer to request the necessary documents. Evaluate documents and financial information for the fairest divorce settlement. Help you uncover any hidden assets. Examine the income tax issues applicable to your divorce settlement situation. Create and recommend financial strategies for you during and after your divorce. Work with your divorce lawyer to create a settlement offer and/or counter-offer that is suitable for your financial independence for the next twenty to thirty years of your life. Analyze and compare subsequent settlement offers for their impact on your financial future. Provide analysis and recommendations during your divorce mediation. Work with your divorce lawyer to prepare trial exhibits and provide expert analysis, should your case go to court. About the CDFA Designation: The CDFA is designed to give financial professionals the specialized training needed to help clients and attorneys analyze complex financial situations in a cost-effective manner and arrive at a fair, equitable, and just resolution. Candidates for the CDFA must complete training in all aspects of financial planning in the divorce process and must pass four exams; once the credential is attained, holders must complete continuing education every two years to maintain their expertise. The Institute for Divorce Financial Analysts, which awards the CDFA designation, was established in 1993 and is the premier national organization dedicated to the professionalization of divorce financial planning. For more information, visit their website at

5 F a m i l y O f f i c e Greensboro Raleigh Charlotte Atlanta Dallas Charleston Orlando Dolley Madison Road, Suite 306 Greensboro, NC Securities offered through First Allied Securities Inc., a Registered Broker/Dealer. Member FINRA & SIPC. Advisory Services offered through First Allied Advisory Services, Inc., a Registered Investment Advisor. Hutchinson Family Office is a North Carolina limited liability company Hutchinson Family Office, LLC. All rights reserved. Hutchinson Family Office, LLC owns the trademark Your Divorce MAPP. All rights reserved.