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
- Top 5 reasons for hiring a Certified Divorce Financial Analyst™ during the divorce process
- 12th Judicial Circuit Family Court of Florida (Manatee, Sarasota, DeSoto Counties)
- Credit Reports
- Requesting a Social Security Statement of Earnings
- Up to Parents
- COBRA
- DivorceMagazine.com
- The Institute for Divorce Financial Analysts (IDFA)
- Internal Revenue Service
Articles of Interest
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.
*Private markets and alternative investments are generally considered speculative in nature and may involve a high degree of risk, particularly if concentrating investments in one or few alternative investments. These risks are potentially greater and substantially different than those associated with traditional equity or fixed income investments. The investment strategies used by certain Funds may require a substantial use of leverage. The investment strategies employed and associated risks are more fully disclosed in each Fund's prospectus, which is available from your financial advisor.
Diversification and asset allocation do not ensure a profit or protect against a loss.