HOW WILL SEPARATION AND DIVORCE AFFECT MY FINANCIAL SECURITY?
Separation and Divorce - A MAJOR Life Transition
Patricia Greco, CPA, CA, CFDS
at GRC Wealth Transition Solutions on your Transition Team.
Book me to help you navigate the financial journey of your separation and divorce.
You don't need to do it alone.
WHAT WE DO
Either individually or together, as a neutral financial divorce specialist, I assist in navigating through the uncertainty toward a path of possibilities of what your financial future can be.
With over 25 years of experience as a Chartered Professional Accountant and specializing as a Chartered Financial Divorce Specialist, I work exclusively with individuals facing major life transitions. I'm also trained in Collaborative Practice. I'm passionate about helping people resolve their issues and arrive at a creative and workable resolution. I've been there myself and I had lots of questions that kept me up at night so I help people going through a separation and divorce in answer questions like:
Will I have to change my lifestyle?
Do I need to work harder or change my career?
What will happen to my retirement plans?
Will my kids be ok?
Will I be ok?
Facilitating the financial process that comes with separation and divorce, easing stress, reducing the cost and bringing clarity to the financial future of anyone facing divorce is what I’m determined to do for you. I’ll get to know and understand your personal situation and use my knowledge and experience in financial divorce matters, along with sophisticated financial divorce and forecasting software to find the answers you need to make some of the most important decisions of your life.
Patricia began her career as a Chartered Accountant, working for over 10 years in public practice. After experiencing a marriage breakdown of her own, Patricia decided to work closely with individuals who are experiencing major life transitions. Patricia now focuses her practice exclusively on assisting individuals who are facing a crucially important life transition – separation/divorce.
As a neutral financial divorce advisor and accredited in collaborative practice, Patricia values a one-on-one relationship . The foundation of her work is built on an understanding of her client’s situation, challenges and goals with compassion and care. By using a disciplined approach in order to deliver personalized creative solutions and outcomes, she provides her clients with direction, a roadmap and peace of mind.
Patricia has two children, a daughter and a son, who are now young adults. After her divorce, she became a single mother to her children who were young teenagers at the time. To maintain balance, manage stress and for some downtime, yoga and walks in nature trails became frequent passtimes.
ABOUT
PATRICIA GRECO
CPA, CA, CFDS
"My goal is to be a positive influence in the lives of my clients. I believe that challenges provide opportunities for growth. I believe in community. I believe in using my experiences to help others."
FINANCIAL FORECAST
POST DIVORCE
Understanding how a settlement including support and equalization may impact your financial future and standard of living is paramount for your peace of mind. A financial forecast considering up to 3 possible scenarios and forecasting up to 25 years into the future can provide you with information and assist you in making decisions. A financial forecast provides a roadmap that will enable you to put manageable plans in place now and into the future.
HOURLY CONSULTATION
Financial divorce counselling including all consultation by phone or in person, analysis, research and consultation with other professionals such as lawyers, accountants, valuators and financial advisors.
CONTACT
SERVICES
FINANCIAL STATEMENT FORM & DISCLOSURE – Ontario Family Law Form 13 or 13.1
When asking the court to make a financial order, both spouses will need to complete forms 13 or 13.1. It is imperative that these are completed accurately and completely. Using checklists and questionnaires, we will efficiently sort through necessary documents and values to complete the legal forms. All information will be prepared and organized for sharing with your legal advisor..
NET FAMILY PROPERTY
Determining the net family property amount for both spouses is necessary to establish the potential amount of an equalization payment under the Family Law Act. Using checklists and questionnaires, we will efficiently sort through necessary documents and values to complete the calculations. All information will be prepared and organized for sharing with your legal advisor..
FINANCIAL FORECAST
POST DIVORCE
Understanding how a settlement, including support and equalization, may impact your financial future and standard of living is paramount for your peace of mind. A financial forecast considering up to 2 possible scenarios and forecasting up to 25 years into the future will provide you with an invaluable picture and assist you in making decisions. A financial forecast provides a roadmap that will enable you to put manageable plans in place now and in the future.
HOURLY CONSULTATION
Financial divorce counselling including all consultation by phone or in person, analysis, research and consultation with other professionals such as lawyers, accountants, valuators and financial advisors.