As a Certified Divorce Financial Analyst (CDFA®), I can help you think through the real cost of divorce and develop a true picture of how the divorce will impact you not only today but tomorrow as well.
I can help you understand personal versus marital property, child and spousal support, tax issues, and splitting assets. I will inform you of the short and long-term impact of your settlement options and assist you in taking control of your financial future.
How do you benefit?
I am trained to watch out for adverse tax consequences, clarify financial decisions, explain the impact of investments, and provide analysis on which assets to keep and which assets to let go of. It's my job to help make the financial aspects of your divorce less stressful.
Gathering financial data/information
Collaborate with your attorney
Establish goals and priorities for your settlement
Conduct budget analysis
During Divorce Services
Collaborate with your attorney or mediator
Analyze the short and long-term impact of your settlement options
Provide financial reports and analysis
Value retirement assets
Assist with maintaining goals and objectives
Assist with process and paperwork to transfer assets in a timely manner
Ongoing planning and support