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Shari Reffsin

Divorce Financial Planning

With so many issues to sort out, divorce can affect every aspect of your life - especially your finances. This is where a specially educated financial advisor can help. By starting the divorce planning process as early as possible, both parties may be able to experience a smoother transition as each begins their new life.

With specialized training in divorce financial planning, I am uniquely qualified to help set priorities, provide comprehensive financial advice, and make long-term financial projections designed to help both parties reach a workable agreement in a timely manner. Through the divorce planning process, I aim to help you:

  • Better understand your current and future financial picture
  • Forecast the long-term effects of the settlement
  • Create a long-term plan for the future
  • Estimate immediate and long-term financial needs
  • Understand the tax implications of your family income settlement

As a Certified Divorce Financial Analyst®, my goal is to help couples identify and examine all the financial issues pertinent to a divorce settlement, and offer support throughout the process. After the divorce settlement is complete, our work together could continue should you choose to work with me to build a financial strategy that reflects your new financial life.