Temecula Divorce Financial Planning

Kimberly Surber is the best Temecula divorce financial planner. The city of Temecula is known as the heart of the Southern California wine country. It is a community steeped in rich history but filled with exciting opportunities. With its mild climate and rolling terrain, people have always been attracted to building a life and establishing roots in this city. 

 

Temecula is a popular tourist destination with the Temecula Valley Wine Country, Old Town Temecula, The Temecula Balloon and Wine Festival, as well as championship golf courses and resort accommodations attracting a significant number of tourists.

But more than being a tourist destination, the city is a vibrant community with a diverse population. Many people made their move to Temecula in the 1990’s from San Diego and Orange County.

Singles, families, professionals and retirees alike settled in the city, drawn to the lifestyle it offers with great employment opportunities, excellent schools, numerous centers and programs for recreation, great places to shop and dine, and top medical services. It is also ideally located with Oceanside beach, the mountains of Lake Arrowhead and the desert of Palm Springs only about an hour’s drive away and is a quick trip to the cities of San Diego and Los Angeles.

With the ideal lifestyle it affords, it would be difficult to find a better place to live. However, a life changing event such as a divorce could make it necessary for a person to give up this lifestyle. A divorce can have devastating financial ramifications and has the potential to drastically change the lives of the people involved - both the divorcing individuals and their children.  

 

However, through Kimberly Surbere Divorce Planning, offering people in Temecula divorce financial planning services, we work with people contemplating and going through divorce. A CDFA® can offer financial expertise to help make the transition to a new life less catastrophic.

 

How does a CDFA® help with Temecula divorce financial planning?

 

A divorce settlement has short term and long term impact on both divorcing parties. A CDFA professional can offer advice on financial issues that are related to divorce such as child support, spousal support, division of property, retirement assets and a lot more. 

 

Through the guidance of a professional, a client can do a more realistic assessment of present financial state and in collaboration with a divorce attorney, arrive at a reasonable and workable divorce settlement that would ensure a better financial future. 

 

The process of a divorce is undeniably difficult. However, enlisting the help of a CDFA early can make the ordeal easier, and ultimately save money! Through Kimberly Surber Divorce Planning, offering people in Temecula divorce financial planning services, it is possible to start anew and enjoy a financially secure life after divorce.

 

 

Tags: Temecula, spousal support, divorce help, divorce finances, CFDA, divorce financial planning, alimony, spousal support

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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.

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