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Specialty Niches

Divorce Financial Planning

Divorce can be very complex and represents one of the biggest financial turning points some individuals will ever face. Emotions run high and once the divorce is finalized, some decisions are irrevocable.

Team member Patty Estopinal has completed study through the Institute for Divorce Financial Analysts to obtain the Certified Divorce Financial Analyst® (CDFA®) designation. CDFA® professionals help clients determine the short-term and long-term financial impact of any proposed divorce settlement. They also provide valuable information on financial issues that are related to the divorce, such as tax consequences, dividing pension plans, continued health care coverage, stock option elections and much more. CDFA® professionals also help attorneys by helping the client make financial sense of proposals. CDFA® professionals give lawyers the tools they need to help prove their case.

Top Five Reasons for Hiring a Certified Divorce Financial Analyst®*:

  • Financial analysis conducted early in the divorce process can save time.
  • A CDFA® can help their client save money during the divorce process.
  • A CDFA® can help his/her clients to avoid long-term financial pitfalls related to divorce agreements.
  • CDFA® professionals can assist their clients with developing detailed household budgets to help avoid post-divorce financial struggles.
  • Using a CDFA® professional can reduce the amount of apprehension and misunderstanding about the divorce process.

If your attorneys or mediators have suggested you contact us, it is because they, too, have observed the impact our analysis and advice can have on your anticipated outcome. Contact us for more information.

Divorce Checklist and Financial Information

The Hidden Costs of Divorce

Baird News Release
"Financial Planning Advice to Women Navigating a Late-Life Divorce"

US News & World Report
"Gray Divorce: What Women Who Divorce Later in Life Need to Know"

Why Hire a CDFA® Professional

Athlete Wealth Management

World class athletes do not make goals to be unsuccessful at their sport, and their plans away from the action should be no different. Sustainable, reasonable, and comprehensive financial planning are central to solving the complex wealth management needs of our clients. Our process fundamentally requires education, communication, and an understanding that the more knowledge our clients have the more likely they are to make sound decisions with their wealth. A client-centric approach combined with personal accountability is the foundation for a mutually successful relationship.

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