DIVORCE FINANCIAL PLANNING SERVICES
Principal, Laurie Blazek is a Certified Divorce Financial Analyst, CDFA™ and trained mediator, specializing in providing financial and analytical services for both collaborative and non-collaborative divorce situations. A CDFA's role is to help clients understand how decisions made during divorce impact their financial future. Whether you are contemplating divorce or in the process of getting divorced, a financial expert can provide some or all of the following services:
- Provide financial education to parties with less experience or knowledge in this area
- Collect and organize documents relating to the family's assets, liabilities, income and expenses
- Prepare the marital balance sheet
- Prepare future budgets
- Assess each party's needs post-divorce and suggest appropriate settlement options
- Determine which assets and liabilities are marital and which are non-marital
- In cases where marital and non-marital assets have been commingled, trace the assets to determine what portion is marital versus non-marital
- Determine the value of assets such as a business, pension, stock options, real estate or other tangible assets
- Assist in obtaining life, health, auto, home owners and other insurance
- Advise on how to divide assets and liabilities in a way that meets each person's needs and illustrate the results of different settlement options
- Make recommendations about alimony and child support and illustrate the results of different options
- Create financial and/or tax projections that show each party the financial results of any given settlement proposal
- Identify opportunities to reduce or eliminate taxes for both parties
- Recommend options to protect assets for the children
- Think creatively to suggest financial solutions that improve the financial security of both spouses
