Divorce Planning

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Certified Divorce Financial Analysts can examine the financial issues of your divorce, and provide you and your attorney with powerful data to support your case. 

   • Guide women through the settlement process and manage assets.
   • Review financial profile in detail.
   • Lend a financial perspective to the proposed settlement.
   • Analyze short-term and long-term financial impact of proposed settlement.
   • Understand personal vs. marital property.
   • Provide an objective viewpoint during an emotional time.

With the rate of divorce continually rising, the demand for a Certified Divorce Financial Analyst (CDFA’s) is also rising. CDFA’s are a wise choice to managing the costs associated with divorce, while navigating through the legal divorce process. By using a CDFA, you can reduce legal fees and simultaneously preserve your finances. The divorce process can be very emotional and stressful and a CDFA will be a great ally.

Pattie Adair Morgan is one of only 5,000 CDFAs in the United States.  Her expertise in financial consulting combined with CDFA license is a powerful tool for divorce planning.  The primary audience is women who need their own team of financial, legal and insurance counsel, separate from the spouse.  This allows for an unbiased opinion of the settlement proposal.

•   Strategist that becomes part of the divorce team, providing financial data and risk analysis.
• Financial Expert analyzing the short and long-term effects of property division, retirement plans, pension valuation and insurance needs such as life and health care. 
• Data collector and budget designer to determine earning capabilities, projecting inflation rates, establishing retirement objectives along with creating an education plan for children. 
• Client expectations manager that helps clients identify their lifestyle vision, if she can afford the marital home and plan for future financial goals. . 
• Evidence  presenter appearing as an expert witness in court or in mediation.  Pattie is also educated on how to interview clients for legal encounters. 

*Adapted from www.institutedfa.com. 

• Help determine the short and long-term financial impact of a proposed divorce settlement using powerful proprietary software.
• ​Offer valuable insight into the pros and cons of different settlement proposals.
• Help you avoid the common financial pitfalls of divorce.
• Create personalized reports and graphs illustrating the financial status, cash flow, and net worth of both parties.

   • Personal vs. Martial Property
   • Valuing and Diving Property
   • Retirement and Pensions
   • Spousal and Child Support
   • Splitting the House
   • Tax Problems and Solutions
   • Which Settlement to Choose 

• Experiencing peace of mind knowing that your settlement is financially feasible.
• Hearing an objective viewpoint in an emotional situation.
• Securing expert advice about your special financial needs.
• Increasing your chances of reaching a settlement that fully addresses your long-term financial needs and securing your financial future along with your children’s.