Divorce is never easy.
Whether you are just contemplating or have already begun the process, we are here to help. We can show you the future impact of the financial decisions and division of assets made today to help you make the right choices for your tomorrow.
What is a CDFA®?

A Certified Divorce Financial Analyst™ (CDFA®) is one who specializes in the financial issues surrounding divorce. The role of a Certified Divorce Financial Analyst™ is to assist the client and their attorney about how the financial decision made today will impact the client in the future. A CDFA® uses his or her knowledge of tax law, asset distribution, and financial planning to achieve an equitable, often agreeable, settlement.

How do our CDFA®’s work at Beacon Pointe?

We provide an alternative way to help make the divorce process simpler, more affordable, and equitable to all parties involved.  We work as a financial neutral with attorneys, therapists and mediators as an extra layer of representation and support.  We work with you to see the impact and affordability of your proposed settlement.

Beacon Pointe CDFA®
Attorney
Mediator
Financial Guidance X X
Family Preservation X X
Tax Planning X
Financial Plan X
Avoid Courtroom X X
Document Preparation X X X
A Holistic Approach to Taking Care of You
Children & Family Dynamic
Children & Family Dynamics

The impact of divorce can affect many, including children.  We understand the delicate nature of this transition process for all involved and help make the transition as easy as possible through our holistic approach to financial planning.

Business Entities & Real Estate
Business Entities & Real Estate

When dividing assets, it is of paramount importance to consider your full financial picture.  Tax implications regarding the assets involved can have a major impact on your long-term financial well-being. We can help you navigate the tax complexities related to the division of assets.

New Normal
Your New Normal

A new path lies ahead of you and we are here to be your support system as your personal and financial journey evolves.  We believe in true life fulfillment and aim to build a financial plan that gives true meaning to your life and legacy goals.

Why work with Beacon Pointe Advisors?
01.

We have a CDFA® on staff to help with financial planning before, during, and after divorce.

02.

We can assist busy attorneys with determining the settlement in a tax-efficient manner.

03.

We can assist with being the financial expert if choosing Mediation. We will be there every step of the way.

04.

We work alongside therapists and personal coaches to help couples understand money issues and support vision setting for a bright future.

Empowering You

Financial independence can be a liberating experience. But if you’ve ever thought to yourself, I should really know more about my finances, or, There is just too much to know and I don’t know where to start, our book and our other resources can help you get your financial foundation in place.

Your Dollars, Our Sense

5 Considerations When Hiring a Divorce Attorney

Navigating the Financial Impact of Divorce

Personal Finance Wellness Workbook

Navigating Your Name Change

WAI News & Events
Worth Magazine
Worth Magazine Honors Beacon Pointe Advisors

In an era marked by rapid changes in the financial and technology landscapes, Worth Magazine (“Worth”) recognizes the critical need for forward-thinking financial planning for the affluent and has relaunched the Leading Advisors Program for 2024 and years to come.

YouTube video

Hear from Senior Wealth Advisor, Julie Johnson, CDFA®, on how Beacon Pointe helped a mom of six cope with an unexpected divorce and navigate her new normal.

Start your next chapter with clarity and confidence. We can help you navigate the financial complexities of divorce and plan for your future. Connect with us today.

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You are now leaving the website of Beacon Pointe Advisors and will be entering the website for Institutional Intelligent Portfolios®, an automated investment management service made available to you exclusively through Beacon Pointe Advisors. Beacon Pointe Advisors is independent of and not owned by, affiliated with, or sponsored or supervised by Schwab. Schwab has no responsibility for the content of Beacon Pointe Advisors' website. This link to the Institutional Intelligent Portfolios website should not be considered to be either a recommendation by SPT, Schwab, or any of their affiliates, or a solicitation of any offer to purchase or sell any security.

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