Working with a CDFA^® professional

When going through a divorce, you are going through significant life change, and that change may affect your individual wealth and personal goals. Working with a Certified Divorce Financial Analyst® can help with the financial aspects of this life transition. 

Our team includes a Certified Divorce Financial Analyst® professional, to help you plan for the financial issues during a divorce. We will work with your attorney to help analyze data and plan for the following wealth planning items that may occur in your divorce settlement:

• Division of property

• Review of pension and/or retirement plans

• Set new retirement objectives

• Determine new financial goals

• Create a new lifestyle budget based on an updated risk assessment

Including our team early in the process can help you develop a clearer picture of your financial future around the people that are most important to you, the physical location or place you wish to reside, and the passions that you would like to pursue in the future.

When you do arrive at a final settlement, we can help you develop a well-crafted Wealth Plan that can facilitate you living a life of “Purpose.” Our goal is to put you in the best position possible and help you through this difficult journey. We will provide you with the knowledge and education you need to make sound financial decisions to protect you now and in the future. Please click on the link below to contact us and let’s move forward together.

Click here to contact our team today.