Why Use a Divorce Financial Professional?

While the attorney is the core divorce professional and is often knowledgeable on tax issues involved in divorce matters, attorneys are trained to practice law, not personal finance. There can be significant benefits of adding us as your financial planner within the divorce team. We can work with either one spouse or both spouses in mediation.

As CDFA™ designees and divorce financial planners, we have training and experience in many areas of personal finance, including:

  • Tax planning
  • Retirement planning
  • Investments
  • Present and future value calculations
  • Cash flow projections
  • College financing and financial aid
  • Employee compensation and benefits
  • Budgeting and financial forensics

This broad perspective gives us the unique ability to analyze assets, liabilities, income and expenses to determine how these may interact in  your near and long-term future.

As our client, you gain the advantage of a thorough understanding of the financial issues in your divorce and how proposed settlements could affect your future. In addition, having such analysis could provide both you and your attorney with powerful evidence as to why a proposal will or will not be effective for you as well as helping you avoid costly financial mistakes.

Our divorce work is effective within a mediated, litigated or collaborative divorce process. Services are fee-only and first consultations are complimentary. We can work with either one or both spouses through an engagement agreement. Fee arrangements can be customized under certain situations.