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Financial Professional

Financial Professional's Role in the Collaborative Process

         Divorce involves important financial decisions and changes. SLO CPG utilizes a financial professional who has been licensed as a Certified Financial Planner (CFP), a Certified Public Accountant (CPA), and /or a Certified Divorce Financial Analyst (CDFA). The financial professional is neutral to all involved, intentionally not taking anyone’s side. They help couples evaluate their financial situation, explain tax consequences of different divisions of assets and debts, and develop creative solutions to complex financial problems. As a neutral, the financial professional has greater credibility in providing information and fostering a dialogue. This makes it easier to reach mutually satisfying agreements.

Key Areas to Consider:

  • Supporting two households on income that previously supported one
  • Current and future cash flow planning
  • Workable asset and debt divisions
  • Tax issues
  • Financial goals, such as children’s education and retirement
  • Alimony, child and spousal support
  • Business and pension valuations
  • Real estate values and issues
  • Recognizing that financial topics often involve very strong emotions

The Neutral Financial Professional Helps Parties to:

  • Gather and organize information about the family finances
  • Identify, clarify, and prioritize financial needs, goals, and concerns
  • Educate everyone about the couple’s financial situation
  • Analyze income and expenses and assets and liabilities
  • Prepare legal declarations of disclosure
  • Prepare workable budgets
  • Address the financial arrangements necessary to support healthy children
  • Consult with additional neutral specialists when necessary
  • Evaluate possible settlement options with respect to short and long term consequences
  • Assess tax consequences for different scenarios
  • Generate creative solutions to financial problems
  • Brings the voice of financial reality to the discussions
  • Reviews marital settlement agreement for accuracy as it relates to team financial discussions