Divorce Capital Planning

Certified Divorce Financial Analysts

| 408.999.7800
A Helping Hand to Secure Your Lifestyle
A Helping Hand to Secure Your Lifestyle
Financial Clarity to Level the Playing Field
Financial Clarity to Level the Playing Field
Make Smart Financial Decisions During Your Transitions
Make Smart Financial Decisions During Your Transitions

Divorce is one of the most pivotal periods of your financial life. You will be required to make a series of major decisions that can have far-reaching consequences. Even the most financially savvy individuals need expert advice and guidance during this critical juncture.

Divorce Capital Planning helps you make smart decisions to secure your financial future. We provide clarity on the complex financial issues that arise before, during, and after your divorce.

We understand that divorce is first and foremost an emotional experience. And for many people, it is the biggest financial decision they will ever make. The missing ingredient in many divorce settlements is financial expertise.

Our team of Certified Divorce Financial Analysts (CDFAs) specializes in helping individuals navigate this challenging transition by:

  • Providing expert guidance on financial matters that attorneys are not trained to handle
  • Providing clarity on the true value of your marital assets (including post-divorce tax implications)
  • Helping you understand the financial impact of your decisions
  • Developing a strategic plan for your settlement and your future

What is
Divorce Financial Planning

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Understanding the ramifications of valuing and splitting assets is critical because the decisions you make will have long term consequences for your future.
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For Individuals

For Individuals

With all the tedious financial tasks and details, it is easy to feel overwhelmed. As CDFAs, we provide expert guidance to help you overcome blind spots and avoid financial pitfalls, including tax issues.
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For Attorneys

For Attorneys

Attorneys are turning to highly specialized CDFAs to help their clients achieve favorable settlements. As part of your team, we provide guidance, education, support, and analysis on the financial intricacies of divorce.
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