Contemplating Divorce?

Realizing through my own personal experience that the traditional divorce process can fall short of identifying financial scenarios that can lead to a more equitable result, I proudly embrace the skills and tools the Certified Divorce Financial Analyst® designation provides. My role is to help the client, mediator and lawyer understand how the financial decisions made today may impact the client’s financial future, based on certain assumptions. I can become a part of the divorce team or work independently with you and your spouse, lawyer and mediator. With a focus on resolution, my responsibilities include identifying the potential short-term and long-term financial effects divorce will impact to help you reach a financial agreement that’s right for you.

The Role of a CDFA™

A CDFA™ can help his/her clients to avoid long-term financial pitfalls related to divorce agreements.

Working with a client and their attorney, a CDFA™professional can forecast the long-term effects of the divorce settlement. This includes details of all tax liabilities and benefits. Developing a long-term forecast for their financial situation is far better than a short-term snapshot. Financial decisions must be made that not only take care of immediate family needs, but retirement needs as well.

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How do you find financial confidence? It starts with a plan that’s personalized to all of your goals. The right financial advisor can help you feel more confident about your financial future. (0:30)