Divorce Financial Assistance
As a Certified Divorce Financial Analyst (CDFA), I can help you think through the real cost of divorce and develop a true picture of how the divorce will impact you not only today, but tomorrow as well.
I can help you understand personal versus marital property, child/spousal support, tax issues, and splitting assets. I will inform you of the short and long-term impact of your settlement options and assist you in taking control of your financial future.
How do you benefit?
I am trained to watch out for adverse tax consequences, clarify financial decisions, explain the impact of investments and provide analysis on which assets to keep and which assets to let go. I will do my best to help make the financial part of your divorce less stressful.
*A CDFA professional abides by a code of ethics is subject to a disciplinary board and completes continuing education requirements. To learn more, visit institutedfa.com*
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Pre-Divorce Services
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Gathering financial data/information
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Collaborate with your attorney
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Establish goals and priorities for your settlement
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Conduct budget analysis
During Divorce Services
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Collaborating with your attorney
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Analyze short and long-term impact of your settlement options
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Provide Reports and analysis when needed
Post-Divorce Services
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Assist with maintaining goals and objectives
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Assist with process and paperwork to transfer assets in a timely manner
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Ongoing planning and support