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Divorce Planning

Certified Divorce Financial Analyst (CDFA): someone who specialized in the financial issues surrounding divorce.

We act as an advisor to one party's divorce lawyer, or as a mediator for both parties providing an unbiased analysis of the finances involved within the divorce. We use our knowlege of tax law, asset distrubtion and short- and long-term financial planning to achieve an equitable settlement.

Divorce Information Sheet
Please fill our prior to your initial divorce consultation.

Financial Checklist for Divorce
Checklist for before, during, and after your divorce.

Securities and Advisory services offered through LPL Financial. Member FINRA/SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: Arizona (AZ), California (CA), District of Columbia (DC), Florida (FL), Georgia (GA), Iowa (IA), Indiana (ID), Illinois (IN), Kansas (KS), Minnesota (MN), Nebraska (NE), New Jersey (NJ), New Mexico (NM), Nevada (NV), New York (NY), Pennsylvania (PA), Texas (TX), Virginia (VA), Washington (WA), Wisconsin (WI), Wyoming (WY).