√ FAQ: Consolidated Planning

FAQ

Consolidated Planning

How do I know if working with a financial representative is right for me?

I work with a Certified Divorce Financial Analyst (CDFA®) who specializes in helping women going through a divorce. We help ensure our clients assets and lifestyle are protected during a divorce. We serve as your financial advocate and we offer a unique financial perspective that may be different from an attorneys and that is aimed at helping you achieve financial stability.

In what step of the divorce process is best for me to meet with a financial representative and why?

The earlier in the process the better. Why? Because you want to know what the long term implications are of the financial decisions made in your divorce. We can help you craft a strategy for asset division that supports your long-term financial goals.

Whether I'm a breadwinner or a stay-at-home mom, what value will I get out of working with you?

I'm here to assist you in achieving financial organization and creating a sound financial strategy with a focus on safeguarding your cash flow and liquidity. We help you come up with a plan.

Seeking guidance from a experienced financial professional is crucial to help you identify the optimal assets to retain and collaborate on constructing a plan for long-term financial stability. Our comprehensive approach aims to help ensure financial stability not only during but also before and after a divorce.

How do I afford this if I am a stay-at-home mom or don't have access to the finances?

The goal is to set you up for financial success and help you achieve the best possible outcome. Investing in your future stability is worth it. We offer different services depending on a client’s needs and situation.

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DISCLAIMER: The information provided is for educational purposes only and does not act as legal, financial or psychological advice. While the insights may have wide applicability, readers should consult with an attorney, CPA, financial advisor, therapist or coach in your state to obtain advice with respect to your particular issue and/or case.