As a CDFA professional, Vanessa is skilled at analyzing data and providing expertise on the financial issues of divorce. Vanessa assists clients and their attorneys to understand how the decisions today will impact the client’s financial future. Vanessa has the ability to take on many roles in the divorce process:
Vanessa will provide the client and attorney with data analysis that shows the financial effect of any given settlement. As a part of the divorce team, she provides support on financial issues such as:
Additionally, Vanessa will collect the client’s financial data and perform analysis. She can help manage a client’s expectations of their financial future by presenting different scenarios and talking through the client’s budget and expenses. As a CDFA, Vanessa is trained to:
As a CDFA professional, Vanessa can act as expert witnesses in court or in mediation proceedings regarding financial matters of divorce.
Note: Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.