Why you need a CDFA®

  • Attorney’s are not financial experts
  • It is not an attorney’s role to advise you on the tax impacts or long term financial effects of your settlement options
  • Unlike the forensic accountants that many family law attorneys hire, CDFAs also analyze your future and help you understand how your lifestyle may be affected
  • Even if you and your spouse are cooperative, incomplete agreements made with the best intentions today can result in ugly and costly disagreements in the future
  • Understanding your options and exactly how those options will impact your financial lives is crucial to making confident decisions
  • Reaching a settlement is only part of a successful divorce – do you know how to actually get the assets transferred once the agreement is done?
  • You don’t know what you don’t know – and that’s why I’m here to help

Schedule your free Clarity Session

Only ten 30-minute sessions available each month, reach out today to get scheduled

In this session we will:

  • Explore the various divorce options and understand which solution is right for you and why
  • Review your main areas of financial concern and consider the best ways to address them
  • Explore creative settlement ideas geared toward your values and goals for the future
  • Get clear on the next steps to begin moving forward
  • Connect you with the qualified resources that are best suited for your divorce process

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