What We Do

 We Help You Navigate the Road of Divorce

Sherry V. Wyble and the team of professionals at Scott Private Wealth Group strive to help divorcing individuals avoid common mistakes and navigate the road blocks encountered during divorce that can impact them for life.  We work with divorcing individuals and their attorney to create financially documented needs analysis as well as projections of future needs. 

Scott Private Wealth Group’s Lifestyle Analysis™ assists individuals in assessing their historical spending, obtaining documentation of historical spending patterns, and forecasts future spending constraints. This documentation also provides legal counsel much needed information regarding the cash flow needs of both parties.   The Lifestyle Analysis, in addition to other financial analyses, are done in an effort obtain financially equitable settlements by examining possible outcomes and the long-term impact of various settlement options under consideration.  We can illustrate the potential unfavorable consequences of each scenario, suggest alternative ways to achieve the desired results and meet the stated goals.  As a result, both parties know what to expect and can rebuild their lives on reasonable financial information and planning.

 
The Power of Seeing the Destination – The End Result
 
One of the biggest mistakes in reaching a settlement agreement is not examining the long term effects of the final settlement.  With the financial expertise provided by Scott Private Wealth Group, we are able to calculate and forecast the economic consequence of the divorce settlement.  Our services include comprehensive documentation and analysis of the divorcing couple's financial status, including net income, expenses, assets, and investments.  Therefore, both parties are fully represented and are able to understand the full impact of the settlement.  This often leads to a settlement in a more reasonable and amicable manner, avoiding expensive court trials, minimizing anger and the emotionalism that can accompany the division of assets. 
 
 
BEFORE YOUR DIVORCE
YOU ARE HERE™
 
Scott Private Wealth Group will work with you to:
  • Show you the long-term financial implications of your divorce.
  • Advise you on how to financially prepare for a divorce.
  • Prepare financial information and analyses for your divorce lawyer (this will save your divorce lawyer time – which saves you money!).
 
DURING YOUR DIVORCE
TRIP PLANNER™
 
Scott Private Wealth Group is here to:
  • Work with your divorce lawyer to request the necessary documents.
  • Evaluate the documents and financial information for the fairest divorce settlement.
  • 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 security for the next twenty to thirty years of your life.
  • Analyze and compare subsequent settlement offers for their impact on your financial future.
  • Provide on-the-spot analysis and recommendations during your divorce mediation meeting.
  • Work with your divorce lawyer to prepare trial exhibits and provide expert analysis, should your case go to court.
 
AFTER YOUR DIVORCE
DESTINATION – FINANCIAL INDEPENDENCE™
 
Scott Private Wealth Group will:
  • Guide you through the MAPP™ of your future to “Destination Financial Independence”
  • Assist in asset allocation to achieve desired goals and income needs