We are here to support you. Our goal is to give you peace of mind during divorce and confidence in your financial future after.

 

What is a CDFA®?

A Certified Divorce Financial Analyst (CDFA) can work with you to project the financial implications of your divorce, while your attorney focuses on the legal issues. Setting a realistic budget/spending plan and understanding the tax and investment details before your divorce is finalized will allow you to start off on the right foot financially.

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  • How can we bring clarity to your divorce process?
  • How can we help you focus on what matters most?
  • How can we help you feel confident in your financial future?

Our Why

Working with a Certified Divorce Financial Analyst may save you time and money. The midst of a divorce is not the best time to spend a lot of time learning new financial concepts and terminology.  A CDFA® can explain the financial aspects of the process, empowering you to make educated decisions. Your attorney’s area of expertise is the law, rather than financial issues such as budgets, insurance, or planning for retirement.  (Your attorney may also be more expensive on an hourly basis.)

About Us

Why Us

Clients who are going through a time of transition in their lives often have many questions. Some have a single targeted question. Others have diverse questions relating to wealth creation, asset value preservation, income opportunities, taxation, and best practices for successful financial management. We accept that clients have diverging levels of financial experience and we treat every question with respect.

Why Us

Services

 

Optimal Divorce Outcomes

A Certified Divorce Financial Analyst (CDFA) can work with you to project the financial implications of your divorce, while your attorney focuses on the legal issues. Setting a realistic budget/spending plan and understanding the tax and investment details before your divorce is finalized will allow you to start off on the right foot financially.
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Divorce Financial Planning

Divorce can be an emotional and difficult experience. Making informed financial decisions during this time doesn’t have to be. We work with individuals and couples to ensure they...

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Mediation Support

Mediation is a great way to save time and money. Often a mediator might not fully explain the financial intricacies of the potential settlement which can cause anxiety. We will...

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Collaborative Support

Going the Collaborative Divorce route keeps you out of the courtroom and avoids litigation which can cost a couple a lot of money and time. It is a process that unites you with a...

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Our Team