Divorce
Financial Strategies
Understanding your financial situation today, the day after your divorce and in the future will save you money and stress.
How Does a CDFA Help During Divorce?
As a Certified Divorce Financial Analyst (CDFA®), I help people going through divorce clarify their finances so that they can make informed decisions. My role as a CDFA® professional is to assist my clients to understand how the financial decisions they make today will impact their financial future.
I can work as either an advocate for one party or as a neutral for both parties. Having gone through my own divorce, I understand the many hurdles that arise when planning for a new financial future.
I help individuals and families not only survive the divorce process, but show them that they will be ok on the other side.
How We Will Work Together on Your
Divorce Finances
- Spousal Support Buyout Calculations
- Document Gathering and Organization
- Asset Division Analysis
- Real Estate Property Division Analysis
- Cash Flow Analysis
- Pension Valuations
- Post-Divorce Budget
- Co-Parenting Budgets
- Transition Planning (College Funding)
- Access to outside partners and resources such as Divorce Coaches, Attorneys, Mediators, Investment Advisors, and Others
I can work with you as an advocate or with you and your separating partner as a neutral third party by the hour or as a set of bundled services. The best first step is to schedule a complimentary consultation to assess your needs and current financial situation.
College Planning During Divorce
During a divorce, there are so many things to think about when it comes to your finances, including how you will support your kids and pay for things like college, together. The price of college is continuously rising and for those students that want to go to college, but are concerned about how to pay for it, I can support divorcing families by gathering their financial information, calculating their possible financial aid eligibility and then analyzing the data to create the most efficient plan for you to pay for college.
I can provide a side-by-side comparison of the schools that your child has applied to and how families can afford each school. I build a step-by-step plan with the family and/or separating partners to pay for college and minimize any debt after graduation. I have helped several families save thousands of dollars over the years.
I meet you where you are and take into account whether you have been able to save for college, your current assets and cash flow.
How We Will Work Together to Plan for College
- Calculation of federal and institutional estimated family contribution (EFC) based on family’s finances
- Evaluation of options to lower family’s EFC and financial aid options
- Review of family financial data and creation of customized college financial plan
- Provide cash flow, debt consolidation, and other applicable planning strategies to pay for college
- Assistance with FAFSA and CSS Profile preparation/submission and other forms
- Guidance through the appeals and negotiation processes (when applicable)
- Student loan consolidations and debt management strategies
I can work with you as an advocate or with you and your separating partner as a neutral third party by the hour or as a set of bundled services. The best first step is to schedule a complimentary consultation to assess your needs and current financial situation.
Get Started Strategizing
Your Finances
Ready to get started? Request an in-depth consultation below to review where you are in the divorce process, clarify your financial concerns and the next steps for moving forward with your divorce, from a financial standpoint.