| Divorce is painful but should not he financially devastating. Plan before, during, or after the divorce with a Certified Divorce Financial Analyst. The marriage may be over, but the rest of your life is still ahead. You want the fairest, most intelligent financial divorce settlement possible, so you are that much closer to a better tomorrow. |
| My financial practice is solely dedicated to financially representing clients that are going through a separation and/or divorce. I examine the financial issues of your divorce and provide you and your attorney with professionally prepared, powerful financial solutions, reports and graphs tailored to your needs that you and/or your attorney can rely on at any step in the divorce process. I am able to work with individuals and couples, at any stage of the divorce process, and produce a financial settlement that works for both of the individuals. |
| A Certified Divorce Financial Analyst is specially trained in the financial issues of divorce: 1) Personal versus marital property, 2) Valuing and dividing property, 3) Evaluating retirement and pension assets, 4) Alimony and child support, 5) Splitting the house, 6) Tax problems and solutions. A CDFA uses special software that turns the financial chaos of divorce into concrete, specific, long term solutions specific to each individual client. |
| A Certified Financial Planner® is specially trained in the financial areas. Tax, Investments, Employee Benefits and Retirement, Estate Planning, Insurance, and the financial planning process. |
| AREAS OF EXPERTISE: |
| * Personal versus marital property |
| * Valuing and dividing property |
| * Retirement and pension plans |
| * Alimony and child support calculations |
| * Splitting the marital residence |
| * Federal and state tax calculations |
| * Identifying and evaluating tax problems |
| * Tax calculation for alimony |
| * Auditing |
| * Variance analysis of income and expenses |
| * Review of income, expenses, and taxes |
| * Investment vehicles, insurance products |
| * Retirement plans - Qualified and non-qualified |
| * Military benefits and retirement |
| * Airline employee's benefits and retirement plans |
| * Asset and transaction tracing |
| * Options - Non qualified and ISO |
| * Non-qualified plans/deferred compensation plans |
| MEMBERSHIP AFFILIATIONS: |
| Associate member of Certified Fraud Examiners, Mecklenburg County Collaborative Family Law Practice Group - Financial Member |
