Divorce Financial Planning Services



Divorce is rarely easy. If you are considering a divorce, or if you’re already in the midst of one, ensuring that you are getting the advice and support you need to make informed decisions can ease this huge transition now, and set you on a path for long-term stability well into the future. No matter where you are in the process, we can help.
Divorce Video

See how Vance Wealth Group can help you rebuild your financial future after divorce.

Posted by Vance Wealth Group, Inc. on Thursday, October 6, 2016
Considering the possibility of a looming divorce is daunting no matter what the details of the situation are. There are so many variables to assess that even knowing where to begin can start to seem like a near-impossible task. One spouse may be better informed on the situation than the other. Often times a discrepancy in earnings may leave one spouse feeling like they are at a disadvantage. Fortunately, there are a number of things you can do to begin moving in the right direction, and we can help.


If you haven’t filed for divorce yet, a consultation with John Vance, CFP®, CDFA™ is a chance to have an outside and experienced eye take a look at your situation. We can help you identify information and documentation to gather, important variables to take into consideration before you file, and what the next steps may look like, no matter what you decide.


Additionally, Vance Wealth Group hosts an informative, non-biased educational workshop for women on the topic of divorce. Learn more and register for our upcoming workshops here.

Once the decision to file for divorce has been made, the landslide of documents, forms, and important decisions to be made may quickly start to feel overwhelming. We can work alongside your attorney and the rest of your professional team to ensure that settlement decisions that impact your finances now and well into the future, are well-informed and made with your best interests in mind.


As a Certified Divorce Financial Analyst™, John Vance can provide valuable information on financial issues that are related to the divorce, such as long term tax consequences, asset and debt analysis, dividing pension plans, continued health care coverage, stock option elections, protecting support with life insurance, and much more. CDFA™ professionals also help attorneys by helping their client make financial sense of the complex proposals they need to make decisions on.

The benefits of having a trusted financial professional on your team don’t stop as soon as the ink on your settlement is dry. We can help you implement the settlement terms you worked hard to agree on, and help rebuild your financial future post-divorce so that you can move into this new stage of your life with clarity and confidence.


Our team of experienced Financial Advisors will work with you to understand where you are now, what your goals are for the future, and develop a customized financial plan to help get you there.

What is a CDFA™?  


It’s easy to understand that financial implications play a huge role in any divorce settlement. Managing assets and debts, figuring out how to support your family, pay for college, and handle your mortgage are issues everyone deals with, but the added complexity of negotiating these into divorce proceedings can quickly feel overwhelming.

Will I have enough to get by? Is this fair? What will I be giving up? How will this decision affect me a year down the line? Five years? Twenty years?


These fears can make an already tense situation worse, and perhaps even grind the divorce process to a halt.

So how can you get the answers you need to make decisions that you are confident in? Being knowledgeable and well-informed is key, but if you aren’t even sure where to start, planning with trusted experts is crucial. For many people, a divorce is the single biggest financial transition they will go through in life, and a Certified Divorce Financial Analyst™ (CDFA™) can really be a difference-maker as you navigate through it.


A CDFA™ can work in a number of different capacities depending on the unique circumstances of each case, but the motivation is always the same; to help create a financial settlement that works – both now and in the future. The Institute for Divorce Financial Analysts explains that a CDFA™ professional can “provide valuable information on financial issues that are related to the divorce, such as tax consequences, dividing pension plans, continued health care coverage, stock option elections and much more. CDFA™ professional’s also help attorneys by helping the client make financial sense of proposals.” Additionally, the benefits of having a trusted financial professional on your team don’t stop as soon as the ink on your settlement is dry. Many CDFA™ professionals will help with the implementation of the settlement terms you worked hard to agree on, and help rebuild your financial future post-divorce so that you can move into this new stage of your life with clarity and confidence.


JOHN M. VANCE, Certified Financial Planner®, Certified Divorce Financial Analyst™, President of Vance Wealth Group (center), CHRIS PELCH, Financial Advisor (left), JERROD FERGUSON, Certified Financial Planner™ (right)

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Our team of advisors are ready to help you acheive your goals and build your financial future.

To learn more about what we can do for you, contact us today!


888-775-0950

 

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