Future-focused divorce planning services
A divorce attorney can help you guide the legal steps of separation, but a Certified Divorce Financial Analyst® (CDFA®) can help you see the financial road ahead with greater clarity.
No matter where you find yourself in the process, as financial professionals with extensive experience supporting clients with divorce cases, we have the capabilities to help find financially-sound settlement options and create a plan designed to preserve your interests and support you in what can be a contentious and emotionally heightened situation.
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We’ll help you take full inventory of what you owe and what you own, from retirement plans and investments, to property, business interests and debt. The goal here is to present you with the whole picture in simple terms.
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We’ll create a long-term projection for your financial life beyond divorce, including your goals, dreams and stability going forward. We’ll also work in coordination with your legal team to ensure your financial plan aligns with your legal strategy.
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For post-divorce life, we’ll help you make a forecast and plan that enhances your understanding of what life will cost, what income you’ll have and how you can best balance your income and expenses without unnecessary or undue stress.
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We recognize it can be challenging to think about the long-term while experiencing separation, but we’re committed to being in your corner, offering side-by-side comparisons of how different settlement choices may affect your ability to retire on time and keep your goals on track.
Learn more about the support offered by a Certified Divorce Financial Analyst®.
