Pre-Divorce Financial Education

As a Certified Divorce Financial Analyst (CDFA)®, I can help you financially prepare yourself for a divorce.  It’s always a good idea to have a solid understanding of your finances, so if you’re feeling uncertain or unsure, I’ll work with you to create an inventory of what you “own” and what you “owe”.

If you’ve had a more limited role in saving and paying bills, that’s okay.  If you don’t know how to get started, no problem.  I’ll give you a list of the documents you’ll need, and I’ll help you get access to these statements when necessary.  I’ll guide you to understand how to read and interpret complex financial documents.  Go confidently into your first meeting with your attorney with an accurate record of your personal property.

If you want to get an idea of what your financial state could be after a divorce, I’ll help you analyze and understand the financial implications of different settlement options.  I have the heart of a teacher, so I’ll work hard to explain the tax consequences of dividing assets.  This knowledge will help you better understand scenarios for your post-divorce financial future.  My professional expertise can significantly enhance the overall experience and outcomes of your divorce.  The goal is to leave you with peace of mind about your future finances.

Professional services include:

  • Financial Education
  • Inventory of Personal Property
  • Budgets and Cash Flow Analysis
  • Separate vs Marital Property Valuation and Division
  • Retirement Asset Analysis
  • Pension Valuation
  • Tax Management and Adjustments
  • Housing Considerations and Future Living Decisions
  • Post-Divorce Financial Projections
  • Asset Distribution Considerations and “What-if” Scenarios