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Divorce Financial Planning Services
Divorce Financial Planning Services in the Metro St. Louis, Missouri Area
Often, proper divorce financial planning will determine your divorce experience, outcome, and satisfaction with your divorce financial settlement. It’s important to engage an experienced and qualified divorce financial planner and CDFA early in the divorce process to ensure that your divorce financial settlement is fair, equitable, and meets your overall financial goals and interests.
Divorce and Finances
A large number of marriages end in divorce and when couples split, so do their marital assets. In general, each spouse has rights to half of all property accrued during the marriage. Since every divorce involves finances it naturally becomes a point of concern and discussion for both spouses in the divorce process.
Here at Reliance Financial Services, we not only assist clients directly, but we also partner with our client’s divorce attorneys and mediators to serve as the financial neutral and divorce financial planner. We assist individuals, divorce attorneys, and mediators in evaluating various financial settlements – seeking to find the most equitable settlement for the divorcing parties. Please continue reading to learn more about the many benefits of enlisting an experienced and knowledgeable divorce financial planning expert during the divorce process.
CDFATM OR Certified Divorce Financial Analyst
A Certified Divorce Financial AnalystTM (CDFATM) is a finance professional that has been specially trained in divorce-related financial matters. A CDFATM has undergone extensive training and passed several rigorous exams exhibiting aptitude in the finance and tax issues related to divorce. CDFAs work with individuals, couples, mediators, attorneys and CPAs assisting with the financial analysis associated with various settlement options. Here at Reliance Financial Services, we have the training and certification to act as the financial advocate – we fill the role of the finance neutral.
Eliminating Fear and Uncertainty
Whether you are an individual, couple, mediator, attorney or CPA; working with a Reliance Financial Services CDFATM can help clients by:
We also reduce fears and uncertainty by making ourselves available to our clients; they are able to ask questions, voice concerns, and talk about their future dreams and aspirations. We strive to alleviate the client’s worries by always making ourselves available.
We do more than just crunch the numbers. We help clients develop and understand the short and long-term ramifications of each divorce settlement option.
Benefits
We eliminate the fear and uncertainty associated with the financial side of divorce. We accomplish this by sitting beside our clients to evaluate their current situation, understand their future goals and project the path to achieving their best financial future. Our process allows clients to begin envisioning all the wonderful opportunities that lay ahead because they have a clear path forward.
Attorneys
We are not attorneys but we understand the state laws & their application to the complicated financial matters of divorce. Our goal is to complement your efforts, provide supporting financial analysis for the case and serve as a sounding board for divorce settlement strategies. Clients typically misunderstand the financial realities of divorce which often results in heightened fear and anxiety. We help ease the client’s worries by walking them through the financial realities of the divorce. We accomplish this by helping clients get organized, understand their current financial situation, and illustrate their long-term financial situation based on the divorce settlement options available. We assist in managing client expectations and reducing the potential of future misunderstandings. We can provide such assistance whether a divorce is being resolved via the mediated, collaborative or litigious avenue.
Our support of your legal services is flexible and we can begin at any stage of the divorce process – from pre-divorce planning to post-judgment. Our partnership allows you to focus more of your time on the legal side of the divorce while we focus on the financial side. Working together often provides cost savings to your client while maintaining case efficiency in your practice. We also provide post-judgment support which ensures that all necessary changes, as outlined in the judgment, have been completed.
If you want to learn more about how Reliance Financial Services can help with the financial side of divorce please contact us today. We are available to help nationally, as well as in Chesterfield, St. Charles, Ballwin, Ellisville, O’Fallon, Arnold, and the surrounding St. Louis Metropolitan Area.