A CDFA® is one who specializes in the financial issues surrounding divorce who works with matrimonial attorneys, divorce mediators and their clients to address the financial issues of divorce and assess their options for fair and equitable settlements.
The sooner the better. Many individuals considering divorce wish to have a good understanding of their divorce financial picture before they make the final decision to pursue a divorce. An early understanding of their divorce financial situation helps to reduce stress and uncertainty.
The financial negotiation with your spouse over settlement terms can be one of the most important negotiations in your life. A divorce can create a financial hardship. A CDFA® uses his or her knowledge of tax law, asset distribution, and short- and long-term financial planning to ensure your financial needs are met today and give you peace of mind for your future.
  • An initial meeting where we can learn about your situation, answer any questions you have, and get clarity on the desired outcomes of each party. At that meeting we’ll give you a list of documents to provide to us and client data sheets to complete.
  • Time to gather your relevant documents to provide to us.
  • Now it’s our turn. We will complete all of the data entry, analysis, and report preparation for a meeting.
  • We schedule a presentation/negotiation session where we present our findings and offer one or more settlement options to consider. We work with you until all aspects of your settlement are decided.

WNY Divorce Financial Advisors

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Gina Phillips is NOT an attorney or CPA and does not provide legal or tax advice. Changes in tax laws may occur at any time and could have substantial impact upon each person’s situation. You should discuss tax or legal matters with the appropriate professional.