08/06/2026
One thing I’ve really enjoyed in my work as a CDFA® is getting to know and work with some really great financial advisors.
I’ve been fortunate to meet quite a few through client cases, and I’ve genuinely enjoyed the collaboration and the different perspective they bring to the process.
In some cases, I’m working as the financial advocate for one party. In others, I’m serving as the financial neutral. In both roles, I’ve found having a financial advisor involved can be incredibly useful.
As the CDFA, much of my work is focused on the marital balance sheet, cash flow and modeling different settlement scenarios.
But an advisor who has worked with a couple or individual for years may know things the numbers alone don’t always tell me — their financial habits, risk tolerance, retirement goals, liquidity needs and how they’ve historically approached money and investing.
That context matters.
A settlement can look equitable on paper and still not be the right financial structure for the people actually living with it afterward.
I’ve had advisors offer insight into which assets may make more sense to divide, how accounts can be transitioned after divorce, and how a proposed division could affect longer-term financial goals.
I really value that perspective.
We each bring something different to the table, and in the right setting, those roles can complement each other incredibly well. I’ve been fortunate to work with some wonderful financial professionals who understand that the goal isn’t simply dividing assets — it’s helping people come out of divorce with a financial structure that actually works for their life afterward.