The CDFA® is part of the divorce team and, as a financial expert, can help you achieve a financial resolution in many different areas:

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• Advise in the areas of alimony, division of property and valuing the future value of pension plans.

• Help you understand why a simple 50/50 division of assets may not always be the most equitable.

• Identify sources of income, expenses, budgeting, life insurance and child support.

• Appear as an expert witness in arbitration, mediation or court proceedings -  lawyers are not allowed to testify on behalf of their clients in court.   

 

Financial problems may be a primary reason for the divorce.  If a couple is unable to manage financial difficulties during a marriage, it is unlikely they will be able to independently solve them in divorce.  A CDFA® is required to have a Certified Financial Planner (CFP®) designation which means they have significant expertise and training in all areas of personal finance.  In addition to providing divorce support, they are a resource for future financial planning needs:

 

• Help clients understand how a divorce settlement will impact their short-term and long-term financial goals.

• Identify what kind of lifestyle they should expect post divorce.

• Set realistic objectives for retirement, education funding, etc.

• Examine the short-term and long-term effects of dividing property and determine the affordability of the family home following a divorce.

• Create detailed reports that analyze the division of assets.

 

Please contact Todd Gambit, CDFA® & CFP®, at Todd@GambitAssetManagement.com to discuss how we can help.