Strategic Divorce Financial Planning
- Create a values based strategy built on your priorities and needs.
- Develop a clear divorce financial strategy for asset division, budgeting, and any tax implications.
- Align your settlement goals with your long-term financial security.
- Identify risks and opportunities early in the divorce process.
- Provide step-by-step guidance through each financial stage of separation, divorce, and beyond.
- Work with a financial advisor for divorce to customize a plan based on your values, priorities, and goals.
- General financial coaching.
- Learn the value of having a Certified Divorce Financial Analyst (CDFA) on your team.
- Bring the essential tax and financial knowledge to the forefront with a Certified Public Accountant (CPA) working along side you.