Getting Good Financial Advice Regarding Your Divorce

If you are going through or contemplating a divorce, first of all, I’m sorry.  That is a terrible time for all involved.  Other than custody of minor children, the biggest sticking point is how to divide assets.

There are financial planners who have extra education in this area and the most recognized certification is CDFA (Certified Divorce Financial Analyst ™).   I do not hold this designation, but I do believe it’s important to engage the services of a CDFA ™ so that your settlement makes the most sense from a financial and tax standpoint.  Lawyers won’t be the best guides for that.

Below is a nice article to make you aware of some pitfalls and strategies when dividing assets in a divorce.

http://financialadvisoriq.com/c/1166023/126523/picture_clients_grips_divorce?referrer_module=emailMorningNews&module_order=4&login=1&code=YTNKcGMzUnBRSE4xYkd4cGRtRnVabWx1WVc1amFXRnNjR3hoYm01cGJtY3VZMjl0TENBME56Y3pNemd6TENBeE1qTTNPVEF4TXpZdw

 

If these topics sound like they would be of interest to your employees, sales conference, or professional organization, contact me at 303-324-0014 or kristi@sullivanfinancialplanning.com for more information.

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Kristi Sullivan

My name is Kristi Sullivan and I have been helping people achieve financial security since 1996. I am a fee-only financial planner and public speaker. I do no investment or insurance sales for commissions. My clients pay me for guidance through their financial questions. I also work with employers to educate their employees about personal finance. I have been helping people make financial decisions for 18 years. I have worked in employee benefits and with individual clients/families. I hold the Certified Financial Planner designation. Sullivan Financial Planning, LLC is a Registered Investment Advisory firm with the State of Colorado. Areas of expertise include prioritizing savings goals, investment allocation, and wealth manager searches.