Asset & Property Division Analysis
Evaluate marital assets, liabilities, retirement accounts, investments, and real estate to support equitable settlement decisions.
Cash Flow & Budget Planning
Create realistic post-divorce budgets to help clients understand their future financial needs and lifestyle adjustments.
Retirement & Investment Analysis
Assess the impact of dividing retirement accounts and investment portfolios while considering tax implications and long-term financial goals.
Spousal & Child Support Evaluation
Analyze support scenarios to determine their financial impact on both parties over time.
Settlement Option Comparisons
Compare multiple settlement proposals and illustrate how each may affect future financial security.
Tax Considerations
Identify potential tax consequences associated with asset division, support payments, and property transfers.
Mediation & Collaborative Divorce Support
Provide neutral financial expertise to facilitate productive discussions and informed decision-making.
Why Work with a CDFA®?
Financial decisions made during divorce can have lasting consequences. A CDFA® helps bring clarity to complex financial matters, translating numbers into practical insights so clients can move forward with greater confidence and financial stability.
Whether you are just beginning the divorce process, negotiating a settlement, or seeking a second opinion on proposed terms, our goal is to help you understand your options and protect your financial future. Through Novel, our divorce-focused planning initiative, we provide an additional layer of specialized guidance designed to help you navigate the financial decisions of divorce and prepare for what comes next.
Schedule a consultation today to learn how our CDFA® services can support you through this important life transition.