Financial planning in divorce Move forward with confidence

Proper guidance and planning are crucial during the divorce process in order to help protect your financial well-being. Divorce can negatively impact our emotions and is often the source of tremendous stress. It can also wreak havoc on our personal finances.

Summit Financial Group can assist with financial planning issues related to a divorce, which is a specialized service under our financial planning model. Our team guides you through the complex financial issues faced during the divorce process and helps you create goals and a plan for your future.

During the divorce settlement process, we work with you and family law attorneys to address specific financial matters. Analysis of your financial data can provide invaluable information to help you and your attorney achieve a fair, equitable, and just resolution.

Our Divorce Planning Team

Our team includes professionals with the Certified Divorce Financial Analyst^® (CDFA^®) designation who will work to:

• Collaborate with family law attorneys to ensure all financial issues have been addressed
• Analyze and educate on the short- and long-term financial implications of divorce settlement proposals
• Create a thorough personal financial analysis and plan before, during, and after the divorce

We work with family law attorneys to help you understand:

• Separate vs. marital property
• Valuing and dividing property
• Debt, credit, and investment accounts
• Retirement accounts and pensions
• Spousal and child support
• Options for the community property home
• Divorce tax problems and solutions

Our Planning Process

Once the divorce has been finalized, we work with you to create a new financial plan. Certified Financial Planner^® professionals specialize in areas of personal finance, including retirement strategies, investments, tax strategies, insurance, and estate matters. We help you define a new future by mapping out your goals and objectives through a comprehensive financial planning process.

Getting Started

Considering your next steps? Learn more at one of our SECOND SATURDAY Divorce Workshops.

Each workshop is hosted by an attorney, a licensed therapist, and a Certified Financial Planner^® professional who will touch on the legal, financial, family, and personal issues of divorce in a safe, confidential, and relaxed environment.

To schedule a complimentary, no-obligation consultation or for more information, contact our Divorce Planning Team at Summit Financial Group.