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Divorce Financial Planner: Guiding Finances Through Life’s Tough Transitions
Divorce often brings emotional strain, but the financial side can be just as complicated. Splitting assets, planning for future income, and protecting long-term financial stability require careful decisions. That’s where a divorce financial planner becomes an essential part of the process. Working alongside attorneys, accountants, and other professionals, these specialists help couples navigate the financial details of separation while ensuring important information is shared across the entire advisory team.
A key part of their work involves analyzing how a divorce will affect both short- and long-term financial security. Issues like child support, alimony, retirement assets, and insurance coverage can quickly become complex. A divorce financial planner evaluates existing policies—such as life insurance—and determines whether they still make sense after the separation. If adjustments are needed, they help restructure coverage and financial plans so they align with new goals and responsibilities.
Many professionals in this field hold the Certified Divorce Financial Analyst (CDFA) designation, which equips them with specialized knowledge of tax laws, asset division strategies, and financial planning during divorce. Their expertise helps ensure that settlement decisions are based on accurate financial projections rather than emotional reactions. By modeling different scenarios, they can show how various settlement options might affect long-term wealth, retirement plans, and future financial independence.
Starting a new chapter after divorce means rebuilding financial stability from the ground up. With the guidance of a skilled divorce financial planner, individuals can organize their finances, protect their family’s future, and move forward with greater clarity. Instead of feeling overwhelmed by financial uncertainty, many people find that having a clear strategy in place brings something just as valuable as money itself—peace of mind.
What is divorce financial planning?
Divorce financial planning specifically focuses on developing personal and business financial strategies that can help an individual achieve the best possible divorce settlement for their personal situation.
How many certified divorce financial analysts?
Over the years, we have certified more than 5,000 professionals in the US and Canada as Certified Divorce Financial Analyst® (CDFA®) professionals.
What is the Institute for divorce financial analysts?
The Institute for Divorce Financial Analysts (IDFA™) is the premier national organization dedicated to the certification, education, and promotion of the use of u0003financial professionals in the divorce arena. Already a CDFA? CDFA professionals are in demand!
How many certified divorce professionals?
Over the years, we have certified more than 5,000 professionals in the US and Canada as Certified Divorce Financial Analyst® (CDFA®) professionals. The Institute provides comprehensive training using a variety of knowledge and skill-building techniques.
Financial Planner – Balasa Dinverno Foltz – Chicago, IL
The mission of Balasa Dinverno Foltz LLC is to help people enjoy a full life. We live our mission every day. Our vision is to set the standard of unmatched excellence by attracting and retaining top talent to passionately serve our clients, through a culture of growth, innovation, and safety, anchored by our core values.
What we do as Financial Planners:
Take care of our clients, putting their needs and interests first
Compile and review client data used in the preparation of comprehensive financial plans
Prepare retirement projections and comprehensive financial plans, make recommendations to the Wealth Management Team
Identify and handle client service needs and make recommendations on solutions to issues
Develop client relationships, including ongoing and regular client contact and communications
Participate in meetings with prospects and clients
Prepare and review investment portfolio recommendations for prospects and clients
Review and approve client trades
Conduct investment asset class research
Support our amazing Wealth Management Team
For you to succeed, you should:
Be passionate about serving our clients in financial planning, investment management, and helping them live a full life
Be humble, hungry, smart, and always do the right thing!
Feature 1 to 3 years of experience, Bachelor’s degree in Financial Planning, Finance, Accounting, or Business Administration and a CFP® designation; CPA, MBA, or JD a plus
Advanced knowledge of tax, investments, and estate planning
Investment research skills
Excellent project management and presentation skills
Professional business acumen and communication skills
Knowledge of planning software such as Money Guide Pro, Morningstar, etc.
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