Divorce Financial Planning

Clarity and Confidence Through Separation and Divorce

Wherever you are in the process, we help you understand the long-term impact of today’s financial decisions—from dividing assets to planning for life ahead—so you can move forward with greater clarity, confidence, and peace of mind.

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A Holistic Approach to Taking Care of You

Children and 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 and 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.

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?

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

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

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

We work alongside therapists and personal coaches to help support vision-setting and planning for a bright future.

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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.

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	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

Empowering You

Financial independence can be a liberating experience. But if this monumental shift in your life has you thinking, 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 boost your confidence and help you put your best financial foot forward.