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.
or to schedule your initial consultation.
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.
Contact us today.
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.
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.
These fears can make an already tense situation worse, and perhaps even grind the divorce process to a halt.
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.
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!