Divorce
You May Need a Certified Divorce Finance Analyst (CDFA®)
As a CDFA®, I work alongside clients who seek a financial advocate throughout and after their divorce process. A divorce can be the largest financial transaction in a person's life. Our services include, but are not limited to, working with you, your attorney and accountants to:
* Present a clear financial assessment, current and future
* Help understand the financial implications of different settlements
* Guiding decision making financially vs. emotionally
* Limiting tax liabilities
We're advocates on your behalf, always, While we don't provide tax or legal advice, we analyze the data and provide litigation support to your attorney and accountant. The analysis helps support your financial position in the case settlement. We'll forecast the long-term effects of various divorce settlement options, including potential tax liabilities and benefits.
Using a CDFA® can reduce your divorce expenses and bring the peace of mind that comes from a better understanding of your finances.

Pre-Divorce
Our Role
Valuation of assets and liabilities
Estimate of immediate needs
Statement of net worth
Realistic budget
Provide Recommendations
Benefits
Ability to negotiate more effectively
Settlement reviewed by an independent party
Save money and time on financial review
Receipt of various settlement options to review
Need an attorney, mediator, or divorce therapist?
We can recommend one.

During Divorce
Our Role
Settlement analysis and review
Estimate maintenance needs
Analyze long term cash flow and net worth
Develop alternate settlement proposals, as necessary
Benefits
Limit tax liabilities
Ensure both long and short term needs are addressed
Provide expert financial advice in emotional times
Advise on retirement plans
Transfer business interests
Compare taxes property and/or investment transfers
Divorce Changes Everything
It's time to start planning your next chapter.

Post Divorce
Our Role
Ensure assets transfer per settlement
Design an investment strategy based upon your goals
Budget, monitor and update your financial plan
Assist with restructuring your will or trust
Review and update beneficiaries
Evaluate tax liabilities
Benefits
See My Why
*This is not intended to be an exhaustive list of divorce procedures or of potential tax implications. Every person’s situation is unique, and we always advise seeking the services of a qualified tax preparer on tax issues.