IS YOUR DIVORCE AMICABLE?

You have decided that it’s time for your marriage to end and you’re ready to start a new chapter in your life. You are both reasonable and you don’t want to end up battling with attorneys and become enemies. You realize an amicable and fair divorce is best for you, for your children, and for your finances but you don’t know where to start. If you’re going through a divorce and want to keep it amicable, you can settle your divorce with a Certified Divorce Financial Analyst. Certainly you want to protect yourself and your assets as you go through one of the most emotionally challenging times of your life and working with a Certified Divorce Financial Analyst (CDFA®) can help resolve matters in an amicable way.  A CDFA is trained to understand precisely how to divide financial assets within a marriage and reduce family conflict, after all you are reconfiguring your family and maintaining harmony is important.

• Process includes gathering financial documents and relevant information
• Understanding your individual goals and priorities
• Assessing income, expenses, assets, liabilities. 
• Meeting with you both to work out the best settlement scenarios
• Providing you with a summary of the results for you to take to a family law attorney, which can refer you to, to draft a Separation Agreement

• Step One: Schedule a free introductory consultation below so we can discuss the process to see if it is right for you. If we both feel it is a good fit,  I will send you a Client Agreement and Invoice.  Onboarding begins by sending you a list of financial information that you will need to gather and upload to a secure online file.
• Step Two: We have our first Zoom meeting where I learn more about you and your family and your assets in general. We will talk about your goals and how those might be achieved. You will be given some homework to prepare in advance our settlement meeting.  
• Step Three: Once I have all of your financial data, my analysis is generally done quickly. I review your financial data and input the necessary information into my financial tools. Once that is done, I perform the analysis and create a settlement solution based on your goals as a starting point. Then I will schedule a settlement meeting.
• Step Four: We will hold an in person 3–4 hour meeting where we will go over your assets and debts and the proposed budgets for each spouse and the children as well as various scenarios and settlement solutions that might work for you. I will help you amicably negotiate until a settlement that is right for you is reached. If needed, an additional session can be scheduled.
• Step Five: Based on your decisions, I will write up a summary. I can refer you to a family law attorney who can prepare and file the necessary documents.