Prepare Your Finances for a Smooth Divorce.
Meet with a CDFA® to arrange a fair financial split so you can move forward.
Schedule A Free Consultation
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Choose a quicker, cheaper divorce with financial decisions you won’t regret.
- We replace the need for divorce attorneys and litigation through a more affordable and collaborative process.
- Split liquid and non-liquid assets evenly so both parties have financial freedom after the divorce.
- Avoid tax penalties from transferring retirement savings accounts prematurely.
- Get third-party asset valuations for your shared property.
- Help navigating the paperwork of divorce.
- Know and meet timelines throughout the legal process.
- Decide if and how much alimony is necessary, especially for families with special needs children
Dick Harsin, CDFA®
My background helping clients through the financial split of divorce is personal.
I’ve helped family members with disabled children through a tricky divorce process.
After my divorce, there had been no real financial planning and I was stuck with a large amount of debt. Since that time it has been my goal to help educate others of the need for financial planning when getting a divorce.
Why Choose Us?
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Dodge expensive & contentious lawyers
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Fixed, upfront rate rather than hourly billing
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With a CDFA®, you control the timeline
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A CDFA® is neutral
Our process from first contact to final agreement
Tell Us About Your Situation
Free, 30-minute Introductory Meeting
Decide the Details of Your Divorce Agreement
Receive a Finalized Agreement That’s Ready For a Judge
FAQ’s
How do you calculate cost?
Our starting fee is $3,000. We only raise our rate for complex financial cases, for example, restricted stock options.
Do you help decide child custody?
We do not get involved in custody disputes.
If this is a big factor in your divorce, a family lawyer may be a better fit.
If this is a big factor in your divorce, a family lawyer may be a better fit.
Can you work with only one side of the marriage?
We do not advocate for one side or the other. We’re present to share financial expertise so you can make fair and informed financial decisions.
Both sides must agree on final decisions about the division of property.
Both sides must agree on final decisions about the division of property.
Can a CDFA be involved with lawyers?
Typically, we work with divorcing couples that do not have legal representation. We can reach a fair and equitable financial split without attorneys present.
Occasionally a CDFA® is brought into a divorce with attorneys already present. This can be helpful to provide 3rd party financial expertise so all parties can mutually understand the financial implications of the divorce agreement.
Occasionally a CDFA® is brought into a divorce with attorneys already present. This can be helpful to provide 3rd party financial expertise so all parties can mutually understand the financial implications of the divorce agreement.
A CDFA® can also reduce your reliance on a lawyer if you rely on a lawyer for administrative help and use a CDFA® for divorce planning.
This limits the expensive hours you would spend with an attorney and brings them in only when they’re needed.