The Financial Expert on Your Team
Divorce can be financially disastrous. It can also be the opportunity to support a secure financial future.
A Certified Divorce Financial Analyst (CDFA) is a specialist in divorce financial planning and is trained to work with people going through divorce. Using powerful software we can show you how every decision affects your long term net worth, cash flow, taxes, and the real impact on your financial security.
We serve as the financial expert on your divorce team and work with you, and if desired your divorce attorney or mediator, in defining and evaluating the most advantageous ways to construct your settlement.
The Help You Need Before, During, and After Divorce
getting you fully prepared
Wouldn’t it be nice to have a clear understanding of your finances and a blueprint for designing your best settlement before you mediate or talk to an attorney? You can.
We get your finances organized, give you a preview of how your settlement might be constructed, and create a game plan for you to follow. You will know if the time is right to move out of your marriage, and be in control of the process if you decide to move forward.
“The Divorce Financial Reality Check helped me clearly see how divorce would affect me financially and gave me the confidence I needed to move forward.” Valerie C.
the insights you need as you negotiate
We work with you as you mediate or assist you and your attorney as you negotiate your best settlement.
We show you smart ways to divide assets, determine alimony and child support obligations, and solve complex financial issues.
And we make sure you understand the value of each proposal which arise in your discussions so you make decisions right for you.
“We had so much going on in my divorce; what to do with our home, investment accounts, my husband’s pension, alimony…it saved time, money, and stress having someone show me in black and white what my best options were.” Elizabeth G.
a plan for success in your new life
As an optional service we can help you get your finances in order top to bottom and make sure your agreement is implemented properly.
From investments to insurance and estate planning we coordinate it all for you. We are consultants not product sales people.
And our career coaching services can help you build the life you want.