Our Team includes 2 Certified Divorce Financial Analysts (CDFA) to help you navigate your Divorce Process.
Going through a divorce can be overwhelming! There's so many things to consider and many of them relate to your finances. Many questions people have when starting the process are:
One of the most important questions I ask a client is "what do you want" sometimes defining your 'Price for Peace' or your priorities in the divorce is a great first start. This worksheet can help.
Often, the hardest part of any large task is knowing where to start. Check out this free Document Checklist that itemizes some documents you'll want to start to collect as you start down the divorce path.
If you're a practitioner who regularly works with clients going through divorce, we'd love to partner with you. Check out a full list of our services offered by clicking this link: Role of a CDFA. You can schedule a brief connection call with one of our CDFAs using the links below.
We meet people at every stage of the process. In order to get to know you and your situation, we'd love a chance to talk with you briefly to understand where you are. It's rarely too early for a brief chat. Clients often wished they'd spoken to us sooner.
Let's get started today.
Does your financial life need a check-up? Grab this free guide to learn how to get your finances in tip-top shape.