“Many have false expectations that they will be able to secure a divorce settlement allowing them to continue with their accustomed style of living.  That is not always possible.  I’m there to help ensure a good, stable economic future and prevent long-term regret with all financial decisions made during the divorce process.” 
- Michele Leach
Client Centered

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.