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Divorce Planning

Divorce usually involves many considerations, from concern for children to financial questions to property matters. Along with handling the emotional impact, managing by yourself can be difficult. 

The divorce settlement will in part determine your financial well-being for many years to come. It is critical that it be soundly structured, especially if your spouse assumed more responsibility for your family’s finances. The guidance of a financial specialist will help protect your interests. Reviewing all assets and incomes, the financial specialist will assist you in analyzing viable financial options for your future. 

How can a Certified Divorce Financial Analyst ™ Help? 

A CDFA is trained to:

  • Help determine the short-term and long-term financial impact of any proposed divorce settlement using powerful proprietary software.
  • Offer valuable insight into the pros and cons of different settlement proposals.
  • Help you avoid the common financial pitfalls of divorce and better understand:
             Personal versus marital property
             Valuing and dividing property
             Retirement and pensions
             Spousal and child support
             Splitting the house
             Tax problems and Solutions
  • Create personalized reports and graphs illustrating the financial status, cash flow and net worth of both parties—now and in the future.

Your marriage may be over, but the rest of your life is still ahead. Working with a CDFA can increase your chances of reaching a settlement that fully addresses your long-term financial needs, securing your financial future.

Important links:

Institute for Divorce Financial Analysts: www.institutedfa.com
Collaborative Divorce: www.collab-divorce-illinois.org
Divorce Illinois: www.divorceillinois.org

To learn more about how we can help you with divorce financial planning, divorce mediation or collaborative divorce, contact Lisa Tang, CFA, CDFA at lisa@mypinnaclefinancial.com


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