Financial Planning and Divorce
Who does a CDFA help?
As a CDFA professional, I work with individuals and family law professionals to navigate unique issues around divorce. Through financial analysis, a CDFA helps clients understand the implications of divorce and develop a realistic picture of their financial situation as they transition to a new lifestyle.
What can a CDFA do?
A CDFA can be involved during of after divorce to provide reports that model the short and long-term impacts of your settlement. A CDFA is skilled in providing expertise in the areas of:
- Retirement Plans and Pensions
- Tax Problems and Solutions
- Insurance Evaluations
- Cash Flow Planning for the Future
- Investment Advice for the Future
How can family law professionals benefit?
Thinking of a CDFA as an extention of your team helps you gain specialized financial expertise that compliments legal work. A CDFA can help clarify complex issues like asest division, retirement, and tax implications. This collaboration can help free up the family law professionals time and add a level of sophistication to the advice given.
How do individuals benefit?
A CDFA is your go-to financial expert during and after the divorce process. We are trained to wath out for adverse tax consequences and demistify financial decisions and investments. Most of all, a CDFA helps you step forward into the future with a sense of confidence.
How we work together
FREE OF CHARGE: I encourage you to reach out, free of charge, if you have a question and/or simply just don’t know where to start. I want to be a resource, and in many cases I can help throug a quick email or phone call.
FOR HIRE: For more complex circumstances or to schedule an ongoing engagement,: I have an hourly fee to produce case exhibits for attorneys or financial planning advice for individuals.
ONGOING MANAGEMENT: There may be situations were ongoing management would be presented as a solution, for which, our fee would be charged as a percentage of assets under management.