A Trusted Voice
Divorce Financial Analysis
As Certified Divorce Financial Analysts (CDFA™), we act as a guide through the process, ensuring that all financial information is gathered and settlement options are understood so that decisions which last a lifetime can be made with confidence.
We Specialize In
Understanding the Financial Aspects of Divorce
Am I going to be all right? It’s the question that needs to be answered so that you can comfortably make decisions about your future. Working with a CDFA™, will help you understand your financial picture at any stage of the divorce process.
Can I Afford to Get Divorced?
What effect will divorce have on your finances? If you are contemplating divorce, reviewing your financial situation may help you decide whether or not to move forward with the process.
Does the proposal meet your needs? If you are concerned about whether you will “be all right” we can work with both you and your attorney to provide projections and alternative settlement scenarios based on all of your financial information. We can also offer a second opinion if there are questions or uncertainty about whether the settlement is adequate.
Because managing money doesn’t come easy to everyone, we will work with you one-on-one to help you establish your budget, organize your bills and payments and develop a spending plan. From balancing your checkbook to setting up online bill pay, we will give you the practical tools you need to make the process of managing your resources as easy as possible.
The Role of a Financial Neutral
A Financial Neutral works with both parties and their attorneys in the Collaborative Divorce process. Our role is to gather and organize all financial information, provide scenarios and ensure that both parties understand the various schedules, terms and issues that relate to the division of assets, child support and alimony.
Collaborative Divorce – A Non-Adversarial Approach
The goal of collaborative divorce is to minimize the conflict that is prevalent in so many traditional divorces. Instead of conflict, the collaboratively trained interdisciplinary team of attorneys, financial specialists and mental health professionals uses cooperation and communication to achieve a mutually satisfactory agreement. The divorcing couple controls the process and determines the outcome, not competing attorneys. This collaborative approach has also proven to help children avoid the long-term financial and emotional costs of a bitter, divisive traditional divorce.
The process is based on 4 principles:
- The pledge not to go to court.
- The honest exchange of information between both spouses.
- A solution that takes into account the priorities of both adults and children.
- Mutual respect for all parties involved.
Let Us Help
Divorce Financial Analysis For Sound Decisions
Divorce financial analysis allows you to get a perspective on your family’s financial picture so you can make informed decisions while discussing settlement options. With first-hand knowledge of the divorce process, we understand the important choices that must be made and how important those choices are for your financial future.
Work with a CDFA™ to be sure the financial aspect of your divorce is represented accurately and completely. At Epona Financial Solutions, we are here to help you every step of the way.
Claudia E. Mott, CFP®, CDFA™