Divorce Financial Planners Can Help You

A divorce financial planner that is a Certified Divorce Financial Analyst® (CDFA®) is an excellent resource for divorcing couples. By being uniquely qualified to make long-term financial projections, divorce financial planners integrate the methodology of financial planning directly into the divorce process. Since settlements are largely financial, CDFA® professionals have the special skills and experience to identify and assess options so that you can make the hard decisions.A divorce financial planner who is CDFA® certified can help clients understand:

• The difference between separate and marital property

• How property is valued and divided

• Retirement and pension division alternatives

• Spousal support

• Whether you can afford to keep the martial home

• Tax implications and solutions

• Which settlement is better for your future

At Feldmeyer Financial Group, our CDFA® professionals use their 45 years of combined experience to provide you with powerful data to support your case.

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Areas of Focus

  • Divorce Financial Planning
  • Retirement Planning Strategies
  • Small Business
  • Estate Planning Strategies

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Working with us

Meeting with an Ameriprise financial advisor is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams. You're under no obligation; your initial meeting with an Ameriprise financial advisor will be relaxed and informal.

Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together.

What to expect

  • Professional help in clarifying your financial goals and priorities
  • If you decide to purchase a financial planning service, you will receive sound financial advice at a fair price, tailored to your investment objectives
  • Accurate information about our tailored solutions, including risks, benefits and costs

What to bring

  • A list of any questions you have regarding your current financial situation
  • Any account statements, budget information or other areas of your financial life that you feel deserve immediate attention
  • A list of future dreams and financial goals you would like to achieve, including both short- and long-term goals

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