Our Divorce Planning Process
As experienced Certified Divorce Financial Analyst® practitioners (CDFA®), we work alongside you and your divorce attorney to provide invaluable analysis that shows the financial effect of any given divorce settlement. Our goal is to help you and your attorney confidently achieve the best possible outcome for your future financial security. We are able to assist you through all phases of your divorce. By working with a CDFA®, we can help to conserve emotional and financial resources throughout the divorce process.
Pre
- Collect Financial Data & Statements
- Budget & Analyze Expenses
- Develop Balance Sheet
- Review Tax Return for Transparency
- Review Probate Long Form
- Consult with Parties on Goals
During
- Be an Emotional Sounding Board
- Model the Division of Assets
- Develop Financial Plan
- Conduct "What-if" Scenarios
- Review Settlement Proposals
- Vet out Tax Implications
Post
- Implementation of Settlement Terms
- Manage Investments
- Manage Monthly Cash Flow
- Oversee Asset Transfers
- Change Beneficiaries Retirement &
- Review Life Insurance
- Assist with Mortgages/ Refinancing
- Coordinate Estimated Tax Information
- Annual Reconciliation of Terms
Following the settlement, we work with your team of advisors to manage your financial future. We provide the gift of time and peace of mind so that you are able to spend time with your family throughout this transition. Our team prides itself on being a consistent support and resource for any financial question, hurdle or goal you have in the future.
Why Did We Choose This Niche?
When we opened our doors in 2010, the marketplace quickly made obvious the need for financial advisors who could deliver comprehensive divorce planning. Thoughtfully, and with compassion, our Divorce Planning practice was built. We have found that clients become overwhelmed with gathering the required data and support for the divorce process. Many times they are paralyzed and get stuck because they are fearful for their future financial security. Through personal and professional experience, our team is aptly qualified to transition any client toward financial confidence and understanding.