Divorce Financial Planning Analyst

Helping You Get a Fresh Start On Your Finances
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John Smith

Divorce Financial Analyst

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Don’t Settle For Less

my Services

I understand the financial issues that come with divorce are overwhelming. I am trained to help you sort through the muddy waters so you can move forward with your life.

I can serve you in:

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Personal vs. marital property

 

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Valuing and dividing property

 

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Retirement assets and pensions

 

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Tax law and financial issues affecting divorce

 

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Spousal and child support

 

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Splitting the house

 

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Tax problems and solutions

 

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Expert witness testimony

 

About

the Plan

It is simple. No matter where you are in the divorce process, the plan starts with a conversation with me and ends with you moving forward.

01. Get Connected

The best place to start is to connect with me directly. The divorce process is personal, and I understand that it can be daunting, so my commitment to you is that I will listen to your needs, assess your situation, and provide you with a plan to move forward.

02. Analyze & PLan

Once we’ve had a look at your financial situation, we’ll consider a variety of options. We’ll make a plan that will not only assist you through finalizing your divorce but one that will also help achieve your future financial goals. I’ll be available to advocate, witness,  provide data, set objectives, and provide expert knowledge.

03. Move Forward

Once we’ve put a plan in motion that best suits your needs, you’re not alone. I’m your financial advocate for life. If you’ve got questions in the years to come, I’m always available to make sure that your finances are working for you, and not the other way around!

Divorce Financial Analyst

What Does a DFA Do?

STRATEGIST AND LITIGATION SUPPORT
Before the case is even filed, I can be used as a strategist in the litigation process. The lawyer needs to know what the financial implications are for different divorce settlements. Once the analysis is prepared, it will give the attorney the ammunition he/she needs to negotiate the most advantageous settlement for you.
FINANCIAL EXPERT
In the divorce process, you and your attorney can view me as the financial expert. I will be called on to review and give input on investment data, retirement plans, benefit programs, business records, tax returns, and all other financial data.
DATA COLLECTOR AND BUDGET PREPARER
A key support role I can play to you and your lawyer is to help you collect data to prepare the financial affidavit and pre and post divorce budgets.
EVIDENCE PRESENTER
In meetings with you; you and your attorney; you, the spouse and the lawyers; mediation sessions; arbitration hearings or the trial, I am often asked to present evidence to show the financial impact of different settlement options or information related to financial, tax, investment or retirement plan issues.
CLIENT EXPECTATIONS MANAGER
This is probably one of the most important roles that a CDFA professional plays in the process. Many clients come in with unrealistic expectations; clients often need a reality check. For instance, there was a case where a woman was getting divorced after 25 years of marriage. The children, two girls, were just about out of college. The woman had expectations that when she became divorced from her husband, who was earning about $95,000 per year, she would essentially be taken care of for the rest of her life. She needed to know, from a financial planner’s perspective, the reality of what was going to happen. Even though her husband earned a significant salary, she did not have a realistic view of what could be expected as a result of the divorce. They did not have very much property, and they had spent almost everything they had earned during the marriage. In addition, she had not worked much outside of the home. It was very important for someone with an extensive financial planning background to give her a realistic expectation of the future.

Testimonials

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You’re Not Alone

The Numbers Don’t Lie

Regardless of your situation, I can help you get your finances on track. As a certified DFA professional my job is to assist you and your attorney to understand how the financial decisions you makes today will impact the your financial future.

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Move Forward

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Of Marriages End in Divorce

The First Step Is Simple

Let's Connect

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Call Me

555-555-5555

Email Me

email@email.com

Visit Me

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City, Province
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