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 liabilitiesWe'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 EverythingIt'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 Learn more: The 13 Issues *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. Have questions? Let's schedule a call. Name Email Address Phone Message Thank you! Oops!