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When Divorce Happens

Who We Serve

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How We Serve You Who We Serve About Katelyn

Men

The financial division that accompanies divorce impacts more than what sits in your bank account. Real estate, retirement plans, pensions, and family-owned businesses all become subject to financial changes during the divorce process. Add the long-term effects of paying alimony or child support, and divorce can prove the single largest financial transaction you will ever make.

You have worked hard for your money and assets. Whether you’ve invested your time, efforts, and money in maintaining real estate, carrying on the family business, or building savings for your children, you want to ensure the proper division of your assets.

The professional analysis of a specifically trained Certified Divorce Financial Analyst (CDFA) early in the divorce process can help you avoid financial pitfalls often made in divorce, saving you time and money. With an active knowledge of the complexities of divorce, our CDFAs can help you carry the benefit of your past efforts through the divorce process and into your future.

Women

Some married women leave the money matters to their husbands. Some enjoy crunching numbers and planning the family budget. Whichever category you fall into, divorce changes your financial situation – and the way you must deal with it. You want to ensure the fair division of your money and assets as you head in a new direction. The financial aspect of divorce adds an additional strain to the many social and emotional complexities of this life change.

Thankfully, you do not need to navigate these waters alone. A Certified Divorce Financial Analyst (CDFA) can offer guidance to help you make wise financial choices rather than impulsive or emotionally-charged decisions. We will help you prepare the necessary financial legal documents. We will help you understand both the short-term and the long-term ramifications of the decisions you need to make at this time. Step by step, we will walk you through the financial intricacies of divorce to help you understand your current financial present and take charge of your financial future.

Couples

Many couples – often hoping to save money, or in an effort to make the separation more amicable – decide to go through the divorce process without attorney representation. With the complexities of divorce, however, a do-it-yourself approach may not save you a single cent. A Certified Divorce Financial Analyst (CDFA) can help you untangle the myriad of financial and legal strings attached to divorce, saving you time, headache, and a significant amount of money.

Emotions run high during divorce, and dividing marital assets can bring those tensions back to the surface. Specifically trained in the processes and procedures, we serve as a neutral party, offering strategic, unbiased guidance that can best benefit both sides of the divorce. We will outline your options and work with you to divide everything from real estate to pensions and retirement assets fairly and according to legal requirements.

We support your desire to save money or to stay out of the courtroom as much as possible, and we recognize the challenges and fears of attempting to undertake the complicated financial journey of divorce alone. Let us help both of you as you transition to the next phase of your lives.

Professionals

If you are a divorce attorney or mediator, your wealth of legal knowledge guides your clients through the complicated divorce process. The myriad of numbers involved in divorce, meanwhile, may present challenges outside of your realm of expertise. Your clients may depend on you come up with their post-divorce financial prognosis, expecting you to determine their financial well-being after this life change. With your clients relying on your word, you may find yourself uncomfortably making calculations that project into the future unknown.

Join your legal expertise with the financial proficiency of a Certified Divorce Financial Analyst® (CDFA®). We partner with attorneys and mediators to provide financial clarity for divorcing couples. Though no one can predict the future, our training prepares us to calculate pensions, project major expenses, and develop a good idea of what financial situation a divorce will create for a family. We can provide assistance with preparing Qualified Domestic Relations Orders (QDROs), working to save your clients the expense of additional QDROs as they split assets. We also understand the intricate tax implications of divorce; some tax consequences can turn what appears like an even split into a devastating financial predicament for one side or the other.

To help protect your clients from such situations, we stand ready to dig into the financial details with you. With straightforward settlement reports and clear illustrations, we will help you and your clients understand the numbers involved in divorce. Our partnership with divorce attorneys and mediators can ease clients' minds and give you, the professional, the freedom to focus on the areas of your expertise that best benefit your clients.