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Collaborative Divorce Financial Planning

Financial Insights For Challenging Times

COLLABORATIVE DIVORCE FINANCIAL PLANNING

Divorce can be one of the most financially challenging events an individual will ever face but you don’t need to go through it alone. When separating from a spouse in a collaborative divorce environment outside the court system, you will undoubtedly face fears about the impact of the divorce on important assets such as your retirement account or house, the tax consequences for your new situation, and the future lifestyle of you and your children. In that situation, you may consider the guidance of an experienced and objective financial professional. CBM’s team members have provided financial guidance for hundreds of clients experiencing the dissolution of a marriage.

A financial neutral serves two important purposes for you. The first is help you better understand the short- and long-term financial consequences of the divorce. In the short term, CBM’s professionals can help you build budgets and spending plans, make cash flow and retirement projections, provide advice on child support arrangements and examine any financing needs you may have. We can also help you identify and break your financial goals into phases, review financial outcomes for various scenarios and help you make informed decisions to better understand the impact of divorce on your life and that of your family.

Secondly, as certified divorce financial analysts with long-time membership in the International Academy of Divorce Professionals, the DC Academy of Divorce Professionals, Collaborative Divorce Roundtable Professionals, the Institute for Divorce Financial Analysts, and other industry groups, we have years of experience working with family law attorneys, mental health professionals and others who work in the collaborative divorce field. We work closely with you to better understand your particular situation and consult with your team members to offer the clearest guidance possible to help you achieve the financial goals you have set for yourself and your family.

Because a collaborative or mediated divorce provides you with the chance to declare your financial wishes and needs without intervention by a court system, you should consider all the resources available to you from an experienced financial professional to help you create and put together steps to help you achieve a successful financial future.

Don’t let fear or a lack of understanding about your finances operate during or after the divorce, lead to missed opportunities. Consider contacting our team now.

CBM’s financial professionals also can assist in divorce cases involving litigation and/or a significant amount of conflict. Click here to learn more about how CBM can serve as your advocate in cases brought before the court.

 

Team Leaders

Jane Ochsman Rowny, CPA, CFP®, CDFA®
Practice Co-Chair

Wendy Moyers, CFP®, CDFA®
Senior Financial Advisor

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