Complimentary Divorce Planning Session
Avoid Costly Mistakes and Get Your Best Settlement
A CDFA® is Best Qualified to Help You Achieve Your Financial Goals in Divorce
A Certified Divorce Financial Analyst (CDFA®) is professional who goes through an intensive training program to become skilled in analyzing and providing expertise related to the financial issues of divorce. A CDFA® may act as an advocate for one party in a divorce or as a financial neutral who provides services to both parties.
A CDFA®-Mediator is a trained mediator who has obtained training and certification as a CDFA®. She conducts sophisticated and thorough financial analysis to produce alternative settlement scenarios to best meet the goals and objectives of the two parties.
In How Many Ways Can We Help Optimize YOUR Financial Future?
Child Support and Alimony
Child support is based on your state’s formulas, but only to a certain point. Are you sure your calculations are correct?
Alimony, too, is largely discretionary and causes significant angst to both the payor and payee. There are ways you can avoid ongoing alimony payments while still addressing the financial needs of the lesser-earning spouse.
Learn more here.
One of you wants to keep the marital home but can’t afford it or refinance.
What’s the most efficient way to divide retirement savings? Will you need a Qualified Domestic Relations Order (QDRO)?
Two seemingly equivalent assets may not be alike. Ensure your settlement considers tax implications.
How can you best plan for the possiblity of future disability, death, or bankruptcy and the impact it may have on you or your children?
College costs can be affected by your divorce settlement. Minimize them now while you have the chance.
Get an accurate valuation and explore how various payouts will affect your financial health.
Evaluate how various settlement options will affect your financial health one, five, ten, twenty years from now.
Owned Businesses and Rental Properties
Value your businesses accurately without spending a fortune.
Stock Options and Restricted Stock Units
Properly value and divide your stock options and RSU’s to ensure fairness in the division of assets. How can these be divided to minimize taxes and risk?
Are there assets you’re not aware of? Make sure these are taken into account.
Cash Flow and Budgeting
Understand how your settlement will affect your standard of living and ability to pay your bills.