Are You a Family Law Attorney?
Are You a Family Law Attorney?
Having a CDFA® on your team of experts allows you to outsource the financial details that consume your time. A CDFA® allows you to stay in control of your case while delegating the important, yet tedious financial details to a trusted partner.
We provide a full range of services throughout the divorce process including:
- Client financial profiling
- Lifestyle analysis & budgeting
- Financial affidavit preparation
- Dependent financial & educational analysis
- Financial evaluation & commentary report
- Marital balance sheet preparation
- Financial planning & projections
- Settlement proposal summary
- Proposed settlement evaluation
- Expert witness & testimony
Are You Considering Divorce?
Are You Considering Divorce?
The difficult journey through divorce requires an in-depth understanding of the related financial issues and expertise in comprehensive wealth management; it makes sense to have a CDFA® on your team of professional who is skilled in both areas.
Throughout the divorce process we provide a full range of services to individuals including the evaluation of and consultation on:
- Marital property
- Real estate
- Debt: Credit cards, mortgages, loans
- Assets & retirement accounts
- Insurance coverage & needs
- Tax implications
- Alimony
- Child support
- Educational expenses
- Division of assets
- Proposed settlement offers
- Financial planning
