DIVORCE FINANCIAL PLANNING
Financial decisions you make during
the divorce process will affect the rest of your life.
Don’t leave your financial future to chance.
ChFC®, CFP®, CDFA®
Divorce is Never Easy
A Certified Divorce Financial Analyst® Professional Works to Secure Your Financial Future
Having an advocate who is focused on your financial well-being, and who can provide an objective point of view, can help reduce some of the anxiety of making important financial decisions at this stressful time. I can be your guide throughout the divorce process, helping you make many of the difficult choices you will face.
A Certified Divorce Financial Analyst® Professional will work with you to achieve the best financial future possible by:
- Recognizing tax issues and helping you develop solutions
- Understanding the value of retirement accounts and pensions
- Helping you distinguish between your personal property and the marital property
- Outlining the financial aspects of deciding to keep the home or sell it
- Helping you understand complex financial holdings, and the best way to divide them
- Ensuring that you understand the long-term impacts of your financial settlement
- Developing a financial plan that helps give you confidence and peace of mind as you transition to your new life.
We are trained to:
- Serve as an expert witness
- Produce powerful case exhibits in the form of reports and graphical representations
- Give you professional support to know you have your financial “bases” covered
- Use our expertise to provide financial analysis for your future
- Make sure you understand the short- and long-term financial impacts of different settlement proposals.
We help you understand:
- Personal vs. marital property
- Valuing and dividing property
- Retirement accounts and pensions
- Spousal and child support
- Splitting the house
- Tax problems and solutions
Benefits of having a CDFA® on your team
Using a specialist who is trained in the financial and tax issues involved in divorce increases the likelihood that you will receive a fair and reasonable settlement.
Advantages Include:
- Receiving financial advice tailored to your specific situation
- Learning how to avoid common mistakes that could impact your financial well-being for a lifetime
- Assistance in completing your financial affidavit
- Gaining the knowledge you need to simplify complex financial information so you can make better-informed decisions
- Giving you peace of mind and confidence that your settlement is reasonable
ABOUT
Mark Dickerson, ChFC®, CFP®, CDFA®
Wealth management has been a passion of mine for more than two decades, and I strive to provide insightful and effective advice to help my clients reach their financial goals, so they have more time to focus on their own passions.
As a CERTIFIED FINANCIAL PLANNER™ and Certified Divorce Financial Analyst® professional, I can assist clients involved in the process of divorce evaluate assets, liabilities, complex investments, and retirement/employee benefits, and increase the likelihood of a fair and reasonable settlement, so they can look ahead with greater peace of mind regarding their financial future.
When I’m not working hard for my clients, I enjoy biking with my wife Anne, spending time with our three dogs, and reading history.