Michele Fortney – Leach as a CDFA® works with clients individually or as couples, helping them to come to grips with the financial reality of their individual divorce situation.
Developing comprehensive insight of the short and long-term financial effects of divorce can save valuable time, money, and distress, especially if the process is conducted early in the legal proceedings.
The CDFA professional:
- Provides the client and lawyer with data that shows the financial effect of any given divorce settlement.
- Appears as an expert witness if the case should go to court, or in mediation or arbitration proceedings.
- Is familiar with tax issues that apply to divorce.
- Has background knowledge of the legal issues in divorce.
- Analyzes pensions and retirement plans
- Collect financial and expense data.
- Help clients identify their future financial goals.
- Develop a budget.
- Set retirement objectives.
- Identify what kind of lifestyle they want and can afford.
- Determine the costs of their children’s education.
