Divorce Financial Planning
About Divorce Financial Planning
Divorce is tough, but your financial future doesn’t have to be uncertain. Our Financial Analysis and Planning services give you a clear picture of what lies ahead, so you don’t have to guess or hope for the best. We help you understand your assets, evaluate settlement options, avoid mistakes, and make smart decisions that protect your future.
With our support, you’ll see exactly where you stand and which settlement choices make sense—so you can settle on terms that work for you, not gamble with a judge’s decision. When you know the numbers, you can breathe easier and focus on moving forward with confidence.
We also see that when both parties clearly see their financial future, they’re more likely to reach an agreement out of court. Leaving these decisions up to a judge means gambling with your future—and your family’s. We’re here to empower you with clarity and knowledge so you can make informed decisions and protect what matters most.
Frequently Asked Questions
A Certified Divorce Financial Analyst (CDFA®) is a financial professional with specialized training in the financial aspects of divorce. We help clients understand the financial implications of different settlement options, including property division, tax impacts, retirement planning, and more. As a CDFA my goal is to provide clear, accurate financial guidance to ensure a fair and equitable outcome.
Using a CDFA® helps you make informed decisions about your financial future. When both parties understand the potential outcomes, they’re more likely to come to their own agreement, rather than leaving decisions in the hands of a judge. This approach reduces uncertainty, minimizes conflict, and ensures that you have control over your future—rather than gambling with it. A CDFA offers the clarity and expertise needed to navigate complex financial issues and protect your long-term interests.
Financial planning is crucial during divorce because it helps you understand the full scope of your financial situation and make informed decisions that impact your future. By analyzing assets, liabilities, and potential outcomes, you can secure a fair settlement, avoid costly mistakes, and plan for long-term financial stability.
Our financial analysis covers all aspects of your financial life, including evaluating assets and debts, understanding tax implications, assessing retirement accounts and investments, and when necessary, uncovering any hidden assets. We help you see the full picture, so you can make decisions with confidence.
Anyone going through a divorce can benefit from financial analysis and planning, especially if you have complex assets, investments, or business interests. It’s also essential if you want to understand the long-term impact of your settlement, protect your financial future, and make well-informed decisions.
Even if you’ve already reached a settlement, financial planning can still provide peace of mind. We can help you evaluate the terms to see if they’re truly workable for you and understand the pros and cons of what you’ve agreed to. Often, we identify options that meet the same goals but are simpler or cost less. We’ll also help you create a post-divorce budget, manage assets and debts, and plan for retirement—keeping you on track to achieve your financial goals.
CDFAs provide expert guidance on the financial aspects of divorce, helping you understand the short- and long-term impacts of your decisions. We can help you:
- Analyze the division of assets and debts to ensure a fair settlement.
- Understand the tax implications of different settlement options.
- Evaluate the impact of alimony and child support on your financial future.
- Plan for retirement by assessing how divorce affects your retirement accounts and pensions.
- Assess viability of settlement options.
- Separate property tracing if there are questions about who assets belong to.
- Lifestyle analysis to justify or refute support claims.
- Summarizing discovery documents to streamline
- Asset and income stream valuations, like present value calculations for pensions or lump sum buyouts.
- Create a post-divorce budget to manage your new financial reality effectively.
The cost of divorce financial planning varies based on the complexity of your financial situation and the services you need. Often our clients save money on fees by using the right experts in the right areas. We can save you money in the long run by helping you avoid costly mistakes, complimenting the work of your attorney and achieving a settlement you can feel good about.
Our Services and Areas of Expertise
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