Planning Through Divorce

A marital transition affects you not only emotionally, but financially. We will guide you through the financial part of the divorce settlement process to minimize surprises. What might first appear as an equal distribution of an asset may not be equal after considering the original cost basis and tax consequences of liquidating or transferring the asset.

After a settlement has been reached, we work with you to create a plan to support your current lifestyle and to achieve your future goals. We can help simplify your life at this inherently complex time.

As a Certified Divorce Financial Analyst (CDFA), Julia specializes in the financial issues surrounding divorce. The role of the CDFA includes acting as an advisor to the client and to their divorce lawyer during the divorce process. A CDFA uses his or her knowledge of tax law, asset distribution, and short- and long-term financial planning to achieve an equitable settlement.

Divorce Resources

Articles of Interest

Please keep in mind that diversification and asset allocation do not ensure a profit or protect against a loss.

Alternative investments involve substantial risks that may be greater than those associated with traditional investments and may be offered only to clients who meet specific suitability requirements, including minimum net worth tests. These risks include but are not limited to: limited or no liquidity, tax considerations, incentive fee structures, speculative investment strategies, and different regulatory and reporting requirements. There is no assurance that any investment will meet its investment objectives or that substantial losses will be avoided.