Financial Advisor, Certified Divorce Financial Analyst at Ameriprise Financial Services, Inc. The Divorce Analysis Concept
We work with individuals and divorce professionals a a gender-neutral team. The Divorce Analysis Approach
The financial issues inherent in every divorce case are often overlooked. The Divorce Analysis Process
Pre Settlement
Help identify assets
Develop detailed househo
ld budgets
Assist in the analysis of marital securities
Create personalized reports and graphs to highlight future cash flow and net worth under various proposed divorced settlements
Post Settlement
Offering our services as wealth managers for one or both parties including:
Wealth Management
Retirement, Estate & Education Planning
Insurance / Annuities
The financial ramifications of a divorce can be devastating. With proper planning and help from financial, legal and tax professionals specializing in financially equitable divorce settlements, one can increase the chances of arriving at a settlement that fully addresses both parties' long-term needs. What's missing in most divorce processes is financial expertise. CDFAs analyze the long-term effects of the settlement. By using a CDFA, both partners will have a clearer view of their financial futures. Only then can they approach a settlement that acknowledges the financial needs and capabilities of each. Meeting with an Ameriprise financial advisor is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams. You're under no obligation; your initial meeting with an Ameriprise financial advisor will be relaxed and informal. Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together. What to expect
Professional help in clarifying your financial goals and priorities
If you decide to purchase a financial planning service, you will receive sound financial advice at a fair price, tailored to your investment objectives
Accurate information about our tailored solutions, including risks, benefits and costs
What to bring
A list of any questions you have regarding your current financial situation
Any account statements, budget information or other areas of your financial life that you feel deserve immediate attention
A list of future dreams and financial goals you would like to achieve, including both short- and long-term goals. Ameriprise Financial Services, Inc. is a broker-dealer and member of FINRA. Comments and "likes" should not be considered representative of client
experiences, or indicative of future performance or success. While I appreciate the support of my clients, I cannot accept Recommendations or
Endorsements due to Investment Advisers Act of 1940 rules which prohibit me
from publishing a testimonial of any kind concerning the investment advice,
analysis, reporting or other services I provide. For your privacy, please don’t post
account or service-related information on this page. Instead, contact me directly.
