If you or someone you know is going through the divorce process, make sure they have the right team in place to guide them throughout with the entire process. As a Certified Divorce Financial Analyst (CDFA), I can help walk through the complexities.
In financial planning, goals are important. There are different planning strategies we implement for different types of goals, and it is crucial for your advisor to understand how you plan or hope to use your money in the future.
As you start checking these items off the list, the biggest things you have running through your head are dollar signs – lots and lots of dollar signs.