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HELPING OUR CLIENTS

Achieve a Better Outcome

It is important to recognize that divorce has both legal and financial aspects that must be addressed.   The legal process for divorce is well defined and can be completed in as little as 90 days if there are no issues to resolve.   However, disagreements on the division of the martial finances can result in dramatic increases in legal costs, stress, and time.

 

The Divorce Power Dynamic is the negotiating advantage the  “CFO Spouse” has in settlement talks due to their knowledge and experience in dealing with investments and businesses.  We can help you level the playing field in negotiations to maximize your settlement with the division of retirement assets, Restricted Stock Units, Executive Compensation, business valuation, and the tax implications of a divorce settlement.

 

A Certified Divorce Financial Analyst (CDFA) can help level the negotiation playing field for the “Non-CFO Spouse”.  They achieve this in two ways.  The first is accounting for all assets, minimizing taxes, and collaborating with your attorney in the drafting of an equitable divorce settlement.  The second is providing clarity on their financial future by creating a Divorce Financial Plan for future income and retirement needs.

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Counting On Your Attorney For Financial Advice

Your attorney is an expert in the legal world, but not the financial world. Would you ask your…

Don’t Let Frustration Get The Best Of You During Divorce

So many people going through divorce just want to “get it over with.” Divorce is not the time…

Understanding Your Divorce Settlement

Your Divorce is Finalized.  You’ve made it.  it’s time to start moving forward.  You’ve made it through the…

Strategies for Divorce Financial Planning

Under normal circumstances, financial planning is a key component in securing the long-term well-being of you and your…

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