Murrieta Divorce Financial Planning

Kimberly Surber is the best Murrieta Divorce Financial Planner. The city of Murrieta has adopted the motto “The Future of Southern California”. And the future is indeed bright for this city. It is a young city, having just been incorporated in 1991. Thanks to its mild climate, proximity to San Diego, Orange County and Los Angeles, and a robust economy with a growing base of retail and office firms, Murrieta is one of Southern California’s fastest growing cities. 

It is a family-oriented community boasting of many beautiful parks and amenities, an array of retail plazas and a good variety of housing choices. It is not far from beaches, mountains and the desert. The city has consistently ranked as one of the top 5 safest in the United States, has an exceptional school system and boasts of excellent health care facilities with two full-service hospitals and numerous local healthcare providers. 

It is a place to have a life well lived - in an ideal world. But what happens in case of a divorce? This devastating event could irreversibly change the life that one has grown accustomed to in Murrieta. However, the divorce process can be made less of an ordeal by getting financial help early from Encore Divorce Planning. A Certified Divorce Financial Analyst ® can help people contemplating this change by offering Murrieta divorce financial planning services.

 

How can a CDFA® assist with Murrieta divorce financial planning?

 

The divorce process is not only emotionally draining, it could get pretty expensive. Pre-divorce financial planning can lower legal costs and improve the chances of arriving at a workable divorce settlement that is mutually beneficial. A CDFA® can offer assistance in assessing a client’s present financial state - current income, assets owned, insurance, retirement plans, etc. From this starting point, he and his client can work on setting realistic short term and long term goals. This is helpful in arriving at a divorce settlement that would have a positive impact on a client’s financial future. 

 

A Certified Divorce Financial Analyst® does not aim to replace a lawyer, however. The professional’s role is to provide financial expertise and give a lawyer the tools to represent a client successfully. A CDFA provides valuable input on financial issues pertaining to divorce such as tax consequences, division of assets - including retirement assets and properties, spousal maintenance and child support and much more. 

 

A divorce can be catastrophic and could potentially cause a downgrade of lifestyle standards. However, through Kimberly Surber and Divorce Planning, offering people in Murrieta divorce financial planning services, it is possible to start anew and enjoy a financially secure life after divorce.

 

 

Tags: Murrieta, divorce help, divorce finances, divorce tips, certified divorce financial advisor, divorce settlement, child support, alimony

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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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