Divorce Financial Planner
A divorce financial planner, who often turns to specialized applications such as Family Law Software, should be a key part of the team for married couples who are splitting up, advisors say. This means collaborating and sharing information with an attorney, accountant, or another professional who has a role in any given case.
This could include the loss of child support or alimony in the event an ex-spouse passes away or becomes disabled. A divorce financial planner will also make sure that existing life insurance coverage is appropriate and cost-effective, and restructured in such a way that it meets your new financial goals and objectives. Step 5: Estate planning
Getting a Divorce Financial Planner However, boring the prospect maybe, if you are starting a new chapter in your life, you need to get your finances in some kind of order. This is not only to protect yourself and your family from things that could happen in the future but to give you the peace of mind that you have done everything you can to take control of your life once more.
Opting for a divorce is never easy, but a financial planner can help you navigate each stage of the divorce process. They can prepare you to make the best financial decisions at the time of your…
A Certified Divorce Financial Analyst (CDFA) uses their knowledge of tax law, asset distribution, and short- and long-term financial planning to achieve equitable divorce settlements.
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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