Divorce Services
HOW YOU BENEFIT FROM OUR DIVORCE FINANCIAL SERVICES
Divorce financial professionals can explain financial options, help set priorities and lead you through the hard choices ahead.
Planning for the future is an essential part of every divorce settlement. Separating or divorcing couples often face a major financial transformation. The bottom line is that two households must now survive on the same dollars formerly supporting one. Typically, if financial planning takes place at all, it’s after the divorce, when financial planners help individuals take stock of their finances and move forward.
HOW DOES A CERTIFIED DIVORCE FINANCIAL ANALYST (CDFA™) HELP CLIENTS?
Divorce is a multi-step process. A Divorce Financial Planner is the best resource for informed guidance at each step in the process.
Pre-Divorce Financial Review
• Compile, Organize, and Value Assets
• Analyze Liabilities
• Estimate Immediate Needs
• Prepare Statements of Net Worth
• Develop Realistic Budgets
Long-Term Planning
• Discuss and Prioritize Goals
• Estimate Career Training Cost and Timeline
• Estimate Future Earnings Potentials
• Estimate College and Educational Costs
• Compare After-Tax Asset Sales
• Project Retirement Needs
• Analyze Insurance Needs
Divorce Settlement Analysis
• Review After-Tax Proposed Settlements
• Estimate Maintenance Needs
• Analyze Long-Term Cash Flow and Net Worth
• Compare and Contrast Settlement Proposals
• Develop Alternate Settlement Proposals
Post-Divorce Financial Management
• Oversee Asset Transfers
• Set up Budgeting and Money Management Systems
• Manage Investments
• Monitor Results
• Update Plans