What is divorce financial planning?

Before considering divorce, you should plan ahead and take into consideration the following three tips:

  1. Trust a mental health professional along the way
  2. Learn about your rights with a competent family law attorney via consultation
  3. Get your finances in order with a certified divorce financial specialist CDFA™

The role of a CDFA® professional is to provide the client and attorney financial information on the different alternatives prior to settlement and can help in separation of assets, evaluating retirement plans, determining an affordable budget and help minimize taxes.

To get started we set up your objectives, collect financial data, develop a budget, evaluate investments, plan for children’s education and help align the lifestyle you want to your finances.