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:

Financial Expertise and Strategy

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:

  • Understanding the short-term and long-term effects of dividing property.
  • Analyzing pensions and retirement plans.
  • Determining if the client can afford the marital home, and if not, what he or she can afford.
  • Recognizing the tax consequences of different settlement proposals.

Data Collection and Analysis

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:

  • Collect financial and expense data.
  • Help clients identify their future financial goals.
  • Develop a budget.
  • Set retirement objectives.
  • Determine how much risk they are willing to take with their investments.
  • Identify what kind of lifestyle they want.

Expert Presenter and Litigation Support

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.