Seth KaplanCFP®, CDFA™, CFFA

Private Wealth Management Services

Depending on one’s priorities, goals and needs, we can offer personalized advice (which is often coordinated with our client’s other advisors—tax, legal, insurance, etc.), assisting in areas such as:

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Certified Divorce Financial Analyst Services

Assistance for Divorcing Individuals
Seth works with clients through the transition of divorce by educating them on financial matters and helping them determine the short and long term financial impact of propsed settlements.

Services include (but aren’t 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

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Assistance for Divorce Attorneys & 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 financial 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

(See "Divorce Financial Analyst Services" tab for additional details)

Financial Advisory Services for Businesses

Although all businesses differ (legal structure, ownership, management philosophy, etc.), some of the common financial advisory needs that we can help with include:

1. Succession Planning
2. Company-sponsored retirement plans
3. Key-person insurance coverage
4. Non-qualified deferred-compensation plans
5. Corporate cash management

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. 

CA Insurance  0C21994