We work with Attorneys
Can your client afford to accept the proposed settlement? Would you stake your reputation on it?
As CDFA®s, we can help you and your client address the financial issues of divorce with reports that can help achieve settlements that work today – and in the future.
Certified Financial Planner®
Years of experience
A CDFA® can:
Work as a consultant or expert witness
Complete the detailed financial work for you, making case preparation and settlement easier
Produce powerful exhibits in the form of spreadsheets and graphs
Give you professional support to know you’ve covered all the financial “bases”
Provide an in-depth analysis of the short and long term effects of a proposed settlement
Why hire us?
Financial analysis conducted early in the divorce process can save time and money.
We help clients avoid long term financial pitfalls related to divorce agreements.
We assist clients with developing detailed household budgets to help avoid post divorce financial struggles.
We reduce apprehension and misunderstanding by educating the client about the divorce process.
"Thank you. I enjoyed working with you. You made a difficult time bearable."
- Susan O
Get In Touch
Whether you have specific questions, need an appointment, or just want to chat feel free to call.
Call us now at (520) 895-3682 to talk or schedule an appointment.
Ways to get a Divorce
Pro-Se/Do It Yourself – best used for couples with few disputes, few assets, and no children
Mediation – best used for couples who have issues to settle, but no reasons to go to court (i.e. financial issues, custody issues, placement issues, etc.)
Collaborative – best used for couples with assets, children and disputes that are seeking an amicable divorce and guidance through a team of professionals (attorneys, financial specialists, mental health professionals, etc.) that assist them through a mediation-style process
Traditional – best used for couples that are non cooperative and want to fight