What We Do at Touchstone Financial Planning | We create a financial picture of the possibilities of the short term and long term effect of a given divorce settlement.

DIVORCE FINANCIAL PLANNING

We create a financial picture of the possibilities of the short term and long term effect of a given divorce settlement.

01

POTENTIAL OUTCOMES

As a Certified Divorce Financial Analyst (CDFA), we are able to show individuals the potential short term and long-term consequences of possible settlements before you make a commitment that could be difficult or impossible to change.

02

FINANCIAL NEUTRAL

We have the ability to act as the “financial neutral” in a collaborative divorce case by working with your attorneys to stay out of court.

03

WORK COLLABORATIVELY

We can work with your attorney and mediator to provide necessary information crucial to providing the most beneficial and cost-effective result for you.

OUR SERVICES

STRATEGIST

Before a case is filed, a CDFA can help with baseline collection of all necessary documents to help the attorney and / or mediator to formulate a plan.

FINANCIAL EXPERT

A CDFA can speak to many financial issues that come up during divorce. Your CDFA works as part of your divorce team (attorney, mediator, mental health professional)

DATA COLLECTOR

Pre-divorce and Post–divorce, a CDFA can help with a divorce budget, and help compile the required financial affidavit.

EVIDENCE PRESENTER

As your CDFA, we can provide your litigator, attorney, or mental health professional with items needed.

EXPECTATIONS MANAGER

This divorce process isn’t always simple. Your CDFA will be with you along the journey and keep you in the loop as to where we are with the financial issues.

What We Do