Divorce Planning For Attorneys

Divorce Planning For Attorneys and Their Clients

 

During the difficult divorce settlement process, what is often missing is financial expertise. This is what I can provide for you and your clients. 

 

I am a Certified Divorce Financial Analyst  who can assist you during the process by protecting and upholding your client’s financial interests.

My goal is to help you secure the best settlement possible for your clients by coupling my financial planning expertise with our combined understanding of divorce and taxation laws.   

 

I will formulate a comprehensive financial strategy for clients that can include developing detailed household budgets, tax and investment advice. I will educate your clients on financial ramifications of different divorce settlement options, including tax liabilities and benefits.

 

With a clearer view of their future, your clients can negotiate for a divorce settlement that will fully address their immediate financial needs and avoid long-term financial difficulties.

As a Certified Divorce Financial Analyst, here is what I offer:

Pre-Divorce

  • Pre-Divorce investigation, information gathering and fact finding

 

  • Help in educating your client on the difference between personal and marital property

 

  • Analysis of client’s lifestyle

 

  • Collation, organization and analysis of financial data gathered

 

  • Preparation of financial reports (statement of net worth, etc)

 

  • Development of a realistic budget

 

  • Estimation of client’s immediate needs

Divorce Settlement Analysis

  • Review and analysis of proposed terms of divorce settlements and division of property

 

  • Spousal Support and Child Support Alternatives Analysis

 

  • Presentation of alternative financial scenarios

 

  • Analysis of long-term cash flow and net worth

 

  • Proposal of alternate settlement options

 

  • Creation of a workable budget for clients as they move through the divorce process and their life after

 

  • Education of clients on how their assets can impact their lives (tax implications for example)

The divorce settlement process is complicated and can wear down your client. However, having an expert Certified Divorce Financial Analyst  assist you assist them will keep them confident during this difficult period. Further, I can provide expert witness testimony should the case go to court. 

 

Hiring a CDFA   to handle the financial details will allow you to focus on your client and avoid costly financial errors.  

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Gaining Financial Empowerment Now...

And For The Future

DISCLOSURE

Kimberly Surber is a Certified Financial Planner®  and a Certified Divorce Financial Analyst®; however such registration does not imply a certain level of skill or training and no inference to the contrary should be made. Information presented is for informational purposes only, does not intend to make an offer or solicitation for the sale or purchase of any securities, and should not be considered investment advice.  Kimberly Surber has not taken into account the investment objectives, financial situation or particular needs of any individual investor. There is a risk of loss from an investment in securities, including the risk of loss of principal. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will be profitable or suitable for a particular investor's financial situation or risk tolerance. Asset allocation and portfolio diversification cannot assure or guarantee better performance and cannot eliminate the risk of investment losses. Be sure to first consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed here. Past performance is not indicative of future results. Investments involve risk, including loss of principal and unless otherwise stated, are not guaranteed. Information provided reflects Kimberly Surber's views as of certain time periods, such views are subject to change at any point without notice. For a copy of our Privacy Policy, see below.

Kimberly Surber provides informational articles not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. Kimberly Surber is not responsible for the consequences of any decisions or actions taken as a result of information provided in these articles and does not warrant or guarantee the accuracy or completeness of the information requested or displayed. External Links are not affiliated with Kimberly Surber.

The Women’s Choice Award Financial Advisor program was created by WomenCertified Inc., the Voice of Women, in an effort to help women make smart financial choices. The program is based on 17 objective criteria associated with providing quality service to women clients such as credentials, experience and a favorable regulatory history, among other factors. Financial advisors do not pay a fee to be considered or placed on the final list of Women’s Choice Award® Financial Advisors, though they may have paid a basic program fee to cover the cost of a client survey through Advisor Impact. The inclusion of a financial advisor within the Women’s Choice Award Financial Advisor network should not be construed as an endorsement of the financial advisor by WomenCertified or its partners and affiliates and is no guarantee as to future investment success. Women’s Choice Award® Financial Advisors and Firms represent less than 1% of financial advisors in the U.S. As of February 2016, of the 783 considered for the Women’s Choice Award, 122 were named Women’s Choice Award Financial Advisors/Firms.

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