Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

Divorce Financial Planning

Going through a divorce is a difficult and emotional process.  During this process, you may be asked to make irreversible decisions while under emotional stress.  Derek's job as a Certified Divorce Financial Analyst® Professional is to help you gain a clear understanding of your current and future financial picture in the following ways:


If you are contemplating divorce or are in the early stages of the divorce process, it is imperative to gather as much information as you can.  Information = power and the more information you have, the better positioned you are for a positive outcome. Call us to schedule a complimentary consultation to see how we can help you in the information gathering process. 


Now that you are in the thick of the divorce process, the division options are likely becoming more transparent.  This part of the process will determine what type of lifestyle you have in the future.  It is important to understand that once decisions have been signed off on, there is typically no way to revoke those decisions.  As a result, planning becomes of the utmost importance. 

How should retirement assets be divided?  What's going to happen with the house?  Should you receive spousal support payments or will you be required to make them?  If you are not working, will you need to?  What are the tax implications of different divisions? 

These are just a handful of questions that need to be considered during this phase of the divorce process, and we can help you understand how different division options will impact your financial future. 


Now that this difficult process is over, you have a clean slate on which to move forward.  You can begin building a new life and our goal in this phase is to act as a financial support system in which we help you plan for your future.  We can provide a cash flow analysis and guide you on other financial planning topics, i.e., insurance, investments, retirement planning, etc. 

Regardless of which phase of the divorce process you are in, we are here to help!  Feel free to reach out to schedule a complimentary consultation to get a better understanding of how to move forward.