Certified Divorce Financial Analyst
A trained Certified Divorce Financial Analyst™ offers professional services such as the understanding of divorce laws, marital assets, child and spousal support, retirement benefits, the effects of real estate taxes, investments, insurance, social security and many other areas of asset distribution including post-divorce matters.
We utilize sophisticated software to layout analysis reports, so you are well prepared and aware of your financial health, needs and desires prior to meeting with your attorney. An attorney’s job is to prepare and file legal documents and present your case, not to advise you financially. In fact, most attorneys are not financial experts.
Benefits of Financial Analysis:
Provide a list of fundamental documents to gather prior to divorce proceedings, saving time and legal research costs
Analyze budget trajectories during and after the divorce without distorted reality
Make decisions about dividing assets like the retirement plans, pensions and investment portfolios
Consider how to handle the most important asset; the family home.
Explain how your state calculates child support and spousal maintenance
Benefits of Mediation:
Usually less expensive than traditional court
Confidential, no public record
Decisions based on mutual respect and interests, not legal principles
You and Your spouse—not the court—can control the process.
Can improve communication, helping to alleviate future conflicts
Collaborative Financial Neutral
Divorce doesn’t have to be combative. The Collaborative Divorce Process is a revolutionary alternative dispute resolution option to restructure your family, resolve your legal issues and move forward with your life while preserving assets and relationships.
We offer the collaborative financial neutral services component you require in a Collaborative Divorce as part of a team of other collaborative professionals, such as attorneys and health professionals.
Benefits of Collaborative Divorce:
Offers privacy, control and respect
Keeps parties out of court
Focuses on the needs and goals of the clients not the legal parameters
Usually faster and less expensive
Promotes healthy, open communication
Post-Divorce Transition Assistance
As financial professionals, we are trained to look toward the long-term outcomes. Often after a divorce you can be overwhelmed with short-term needs. our divorce is final, but finances still need to be put in order. Your accounts need to be consolidated, bank accounts closed, wills drafted again as they have changed, beneficiaries updated, etc.
It can be definitely be overwhelming, but our Post-Divorce Transition Assistance services are designed to make sure you regain your financial control and move forward with confidence.
Call today for a free 30-minute strategy session where we will:
- Assist in accurately transferring or retitling assets into the accepting spouse’s name according to the Marriage Settlement Agreement (MSA). Closing joint accounts.
- Accurately transition retirement assets according to the Qualified Domestic Relations Order (QDRO).
- Assist in developing a budget as a single spouse considering cash flow needs.
- Design an investment strategy based on individual goals
- Manage investments, monitor outcomes, update financial plans.