Divorce Financial Analysis

As Certified Divorce Financial Analysts (CDFA™), we act as a guide through the process, ensuring that all financial information is gathered and settlement options are understood so that decisions which last a lifetime can be made with confidence.

We are your go-to financial expert throughout the entire divorce process.

Are you unsure about what your financial future will look like after divorce? As a Certified Divorce Financial Analyst® (CDFA), I specialize in helping you navigate the financial complexities of divorce with confidence. Through our financial planning services, we’ll guide you every step of the way.

Here are some key areas we focus on (but not limited to):

  • Evaluating options for the marital home

  • Collecting, organizing, and reviewing financial documents

  • Exploring the financial impact of various settlement scenarios

  • Assisting with the completion of financial affidavits

  • Calculating spousal support buy-outs

  • Evaluating separate vs. marital property

  • Exploring creative solutions for settlement agreements

  • Valuing pensions

  • Estimating spousal Social Security benefits

  • Projecting future income and expenses, considering taxes and inflation

  • Preparing a comprehensive marital balance sheet outlining all assets and liabilities

Though the divorce process can feel overwhelming, confusing, and emotionally draining, understanding and protecting your financial future is essential.

  • Working with a CDFA® during divorce ensures that you receive comprehensive financial guidance tailored to your specific situation. A CDFA® can help you understand the long-term financial impacts of your divorce settlement options, empowering you to make informed decisions that align with your financial goals.

  • After growing up with a mother who was divorced before our family started, and hearing her stories of the financial overwhelm she found herself faced with, I was driven to pursue the financial services industry. After 15+ years I've chosen to focus on educating and improving financial literacy, clarity, and empowerment for women, especially those faced with divorce.

  • A CDFA® specializes specifically in divorce-related financial planning. They focus on helping clients understand and navigate the financial implications of divorce, including asset division, alimony, child support, retirement accounts, tax consequences, and more.Accountants primarily focus on historical financial data and tax compliance, whereas CDFA® professionals take a forward-looking approach. They utilize financial modeling and analysis to forecast the long-term implications of various settlement options. This helps clients make informed decisions that align with their future financial goals.

  • It's ideal to involve a CDFA® early in the divorce process, even before settlement discussions start. Gaining a clear understanding of your financial situation from the beginning allows you to make informed decisions and strategically plan for a secure financial future.

Helping women face the biggest financial decisions of their life

Pre-Divorce

If you’re considering divorce, you’ve come to the right place. I know this is an uncomfortable time, and you may feel like a lot is out of your control. I’m here to help keep you in the driver’s seat when it comes to your financial well-being.

During Divorce

Whether the divorce process is about to begin or is already in progress, it’s not too late to make a plan for your financial future. I’ll meet you where you are and we’ll craft a strategy to manage your assets while working towards your best financial outcomes.

Your Financial Advocate