We are able to provide counsel throughout divorce proceedings, including the skills to analyze financial data and lend expertise on the financial issues of divorce that come with a CDFA. There will never be a better time than right now to turn to a trusted financial advisor to help guide you through the financial complexities of divorce. We will become part of your divorce team of experts, and provide support on many financial issues, specifically in analyzing a proposed settlement.

Much of a CDFA professional’s role is to collect the your financial data and perform analysis. We also help you address some critical financial questions:

  • How will our children be supported?
  • How do we value our property? Who gets what property?
  • What tax issues must we be concerned with?
  • How do we divide retirement funds and pensions?
  • What happens if an ex-spouse passes away?

Proper analysis can help create a truly equitable settlement that takes into account current as well as future needs and implications. We are here to help you understand the financial aspects of divorce and to give you confidence during an otherwise difficult time. While the process may be challenging, we feel that our competent and compassionate counsel will help you end up on solid footing for financial independence going forward.