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Client Centered

Becoming unmarried (divorced) can be an emotionally challenging time. The financial intricacies of divorce can be challenging as well. Your marriage may end, but you will live with your property settlement forever.

Our firm helps clients get unmarried without destroying their families and their life savings. We will help you analyze potential settlement options so that you clearly understand their impact and we will help you make settlement decisions that are fully informed.

We also work to ensure your needs are addressed for a fair and worry-free outcome. Having gone through a divorce myself, I can relate to my clients’ experiences and emotions as they move through this process. Having come out on the other side to find happiness and stability again, our goal is to help and assist in finding THEIR new normal.

Top Five Reasons for Hiring a Certified Divorce Financial Analyst® during the Divorce Process:

  1. Financial analysis conducted early in the divorce process can save time and reduce anxiety
  2. A CDFA can help his/her clients save money during the divorce process 
  3. A CDFA can help his/her clients to avoid long-term financial pitfalls related to divorce settlements 
  4. CDFA professionals can assist their clients with developing detailed household budgets to help avoid post-divorce financial struggles. 
  5. Using a CDFA professional can reduce the amount of apprehension and misunderstanding about the divorce process
CDFA professionals helps divorcing clients understand:

CDFA professionals helps divorcing clients understand:

  • The short-term and long-term financial impacts of different settlement proposals
  • Personal vs. marital property
  • Valuing and dividing property
  • Analyzing pension and retirement plan issues
  • Spousal and child support
  • Determining if a client can afford the matrimonial home – and if not, what might be an affordable alternative
  • Tax problems, liabilities, and solutions
  • Evaluating the client’s insurance needs