Seth KaplanCFP®, CDFA™, CFFA

ASSISTANCE FOR DIVORCING INDIVIDUALS

Since divorce involves many financial issues, it makes sense to have a Certified Divorce Financial Analyst™ (CDFA™) as part of your team.  By providing expertise relating to the financial details of your divorce, we can tailor our services to help you obtain a more in-depth understanding of your financial options.

Services include (but are not limited to):  

•           Educate you regarding financial matters relating to your divorce

•           Work with you (and your attorney or mediator) to draw up budgets that demonstrate your income and expenses, along with appropriate levels of support

•           Help with determining the short and long-term financial impact of proposed settlements

•           Create personalized reports and graphs that illustrate various property division scenarios, cash flow projections, support amounts, etc.

•           Help address specific challenges, such as loss of health, life or disability coverage and retirement plan benefits

You will benefit by…

•          Having a clearer understanding of your financial particulars so that you can make informed, educated decisions regarding issues such as:

o    Can I/Should I keep the house?

o    What are the pros and cons of exchanging certain assets (i.e., trading the pension for the retirement accounts)?

o     Will I be able to support myself when spousal and/or child support ends?

o    How should we handle the stock options, deferred compensation and other types of employer sponsored plans?

•           Having someone who can work with you through each step of the divorce process

•           Hearing an objective viewpoint in an emotional situation

•           Being better prepared to take charge of your financial future

* Click on this link for additional details   

* Click on this link for additional details 

ASSISTANCE FOR DIVORCING ATTORNEYS AND MEDIATORS

Having a Certified Divorce Financial Analyst™ (CDFA™) on your team of outside experts allows you to outsource the financial details that consume your time. A CDFA™ allows you to stay in control of your case, but delegate the aggravating and tedious details.

Services include (but aren’t limited to):

• Lifestyle analysis (for accurate expenses history)
• Projected Needs Analysis (future budgeting, going forward and immediate cash flow needs)
• Preparation of Financial Declarations (Schedule of Assets & Debts and Income & Expense Reports)
• Tracing of financial statements to help categorize flow of fund or potential credits and reimbursements
• Review and analysis of corporate benefits, stock options, deferred compensation and pension plans
• Analysis of asset division proposals
• Testimony pertaining to divorce financial analyst work
  
  * Click on this link to view CV