Divorce Services

Divorce financial planning can be complex, especially with intricate assets or compensation structures. Trust our professional divorce financial planners to inform your settlement decisions and secure your financial future.

Our Divorce Solutions

Whatever stage of divorce you’re in, we can help you with a variety of related services.

Pension Valuation  $300 Flat Fee

The money due to you at some time in the future is not worth nearly as much as it is today due to inflation, taxes, and interest rates. We will work with you to determine the proper valuation of this asset to ensure you get (or give up) what is fair.

Executive Compensation Valuation  $300/hour

Included: Restricted Stock, Employee Stock Options, RSUs, ISOs, NQSOs, etc.

We can help someone value their executive compensation to ensure a fair and equitable settlement during divorce in a number of ways.

If you are an executive, or someone who is married to one, and going through a divorce, it is important to ensure that your executive compensation is valued fairly so you can receive a fair and equitable settlement.

401(K) Community Property Valuation  $300/hour

In order to determine the fair market value of a 401(k) plan, a number of factors are considered, including the current balance of the account, the investment options available, and the fees associated with the plan. The value of the 401(k) may also be affected by the age of the participant, the length of time they have been contributing to the plan, and the tax implications of dividing the account.

Dividing a 401(k) can be a complex process, and this step is critical if you had a 401(k) that was started prior to marriage.

Lifestyle Analysis  $300/hour

This is critical for business owners that filter expenses through their business and need an accurate statement of real earnings to determine maintenance and/or income levels.

Qualified Domestic Relations Order (QDRO) Drafting  $500/QDRO FLAT FEE

Post-divorce transition assistance can help people adjust to the changes in their lives after a divorce. It can provide emotional support, practical help with things like finances and child care, and information about legal rights and resources. This can also include account transfers and consolidation, property settlement transfers, financial planning and guidance.

Post-Divorce Transition Assistance  $300/hour

Post-divorce transition assistance can help people adjust to the changes in their lives after a divorce. It can provide emotional support, practical help with things like finances and child care, and information about legal rights and resources. This can also include account transfers and consolidation, property settlement transfers, financial planning and guidance.

Maintenance Buy-out Calculations  $300/HOUR

When maintenance is agreed to, but the receiver would prefer a lump sum payment up front or a combination of maintenance and a lump sum.

Full Financial Analysis  $300/hour - includes all of the above

Includes all of the above plus Net Worth and Cash Flow Projections 20 years into the future. Typical cases completed in 5-10 hours.

Expedited Services  $500/hour

When necessary and our team is available, the above services can be provided within 48 hours or less.

Mediation  Starts at $2000 - FULL PACKAGE

For couples seeking an efficient, yet fair, divorce settlement, throughout the process we’ll be your neutral guide in addressing all issues associated with your divorce.

Learn More

Expert Witness  $400/hour + $75/hour of travel time

We can support your case on the stand, using our expertise to help you negotiate a fair and equitable settlement.

Frequently Asked Questions

A Certified Divorce Financial Analyst® (CDFA®) is a financial professional who specializes in analyzing and providing financial information for individuals going through divorce. They help clients understand the financial implications of various settlement options, including asset division, support payments, and tax considerations.

Working with a CDFA® during divorce ensures that you receive comprehensive financial guidance tailored to your specific situation. A CDFA® can help you understand the long-term financial impacts of your divorce settlement options, empowering you to make informed decisions that align with your financial goals.

A CDFA® provides a range of services, including analyzing assets and liabilities, evaluating the tax implications of various settlement options, projecting future financial scenarios, and assisting in the equitable division of marital property. They also offer guidance on budgeting, cash flow analysis, and post-divorce financial planning.

A CDFA® helps you navigate complex financial issues by providing clarity and insight into your financial situation. They identify and analyze financial assets, debts, and liabilities, assess the tax consequences of different settlement options, and offer strategies to achieve equitable distribution and financial security post-divorce. 

If you’d like to learn more about the process before our free strategy session, you can check out our process maps here.

While both professionals play crucial roles in divorce proceedings, they bring different expertise and focus areas to the table:

Attorney:

    • Attorneys specialize in legal matters and represent clients in divorce proceedings.
    • They provide legal advice, negotiate settlements, draft legal documents, and represent clients in court if necessary.
    • Attorneys focus on ensuring that clients’ legal rights and interests are protected throughout the divorce process.

Certified Divorce Financial Analyst® (CDFA®):

    • CDFA® professionals specialize in analyzing and advising on the financial aspects of divorce.
    • They assess the financial implications of various settlement options, including asset division, support payments, and tax considerations.
    • CDFA® professionals help clients understand their financial situation, make informed decisions, and achieve equitable and financially sustainable divorce settlements.

Key Differences:

  • Attorneys focus on legal representation and advocacy.
  • CDFA® professionals specialize in financial analysis and planning specific to divorce.

While attorneys handle legal matters, CDFA® professionals offer specialized financial analysis and guidance.  Collaboratively, these professionals help clients navigate the legal, financial, and tax aspects of divorce, ensuring a comprehensive approach to achieving fair and equitable settlements.

CDFA® professionals specialize in the financial aspects of divorce and provide analysis and guidance while mediators facilitate communication and negotiation between divorcing spouses to help them reach agreements collaboratively. Both professionals play valuable roles in helping couples navigate the divorce process effectively and minimize conflict. Here at Allegiant, we do both.

Learn more about our Mediation services here.

Ideally, it’s best to involve a CDFA® early in the divorce process, even before discussions about settlement begin. By having a clear understanding of your financial situation from the outset, you can make informed decisions and strategize effectively for your financial future.

A Certified Divorce Financial Analyst® (CDFA®) can assist you in creating a comprehensive financial plan tailored to your post-divorce needs and goals.

They help you understand your current financial situation, including assets, liabilities, income, and expenses. By analyzing various settlement options and considering long-term financial implications, a CDFA® helps you make informed decisions that support your financial well-being after divorce.

They provide guidance on budgeting, saving, investing, retirement planning, and other financial matters to help you achieve financial stability and security in your new life chapter.

Working with a CDFA® empowers you to plan for the future with confidence and peace of mind.

STILL UNSURE?

Get a free strategy session!

Easily schedule your FREE 30-minute, 100% confidential information call with us where we discuss your needs and how we can best meet them. To ensure and maintain the best service possible, we keep spots limited.