CDFA - Divorce Planning

Certified Divorce Financial Analyst®

Kelli Lanino, AAMS®, CRPC®, CDFA®
Certified Divorce Financial Analyst

When someone is contemplating a divorce they can feel alone, scared, and even intimidated and don’t know where to turn for help. These are natural emotions. I want to help you learn that you are not alone, you can hire professionals who can guide you through the many aspects of divorce.

As a Certified Divorce Financial Analyst®, I can help you take the crucial first step in the divorce process.

I can work with your matrimonial attorney to help get your affairs in order, in particular your financial affairs. Together we can aid you in financial decisions and work with you toward a settlement that fully addresses your long-term needs. By utilizing proprietary software and specialized knowledge, we can help determine the short- and long-term financial impact of a settlement. We are able to create, analyze and forecast various scenarios to outline a fair settlement that will help protect your interests and potentially keep costs low and reduce the time it takes to work through a divorce.

As a Financial Advisor I can help you make the most of the divorce settlement by reassessing your investments and financial plan to ensure it’s aligned with your short- and long-term goals.

Divorce requires careful planning. A marital transition can greatly affect you and your family, not only emotionally, but financially as well. The crucial first step is to get your finances organized as soon as possible. I can arm you with the tools you need to help organize your financial life which will help you be more efficient with your time and may save you money in the long run. It also will begin the process of empowering you with financial decisions and allow you to take financial control of your divorce.

Remember you’re not alone, and reaching out to financial professionals should be a crucial first step to help you along your new path.