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Serving Lehigh Valley And Surrounding Areas
Creating The Financial Agreement
Money and finances are typically challenging emotional topics that are exacerbated by the typical high level of conflict and disagreement that accompanies a divorce situation.
At DMS we use a combination of professional Divorce Mediators and Certified Divorce Financial Analysts to bring the parties together to discuss and decide the best financial options given the precedence of Pennsylvania divorce cases and the financial implications of dividing up assets and liabilities.
The goal is to establish an agreement, created by the both of the divorcing parties, that divides the finances equitably, and insures that both parties are heard and understood, and therefore meets the criteria of fairness and financial sense.
Our on staff Certified Divorce Financial Analysts (CDFA’s) are career financial professionals who have met specific education and experience requirements to advise the parties in divorce situations on their financial agreement.
Our CDFA’s work with clients within the issues of:
- Tax implications of property division and how to arrive at the best tax situation.
- Identifying the short and long-term effects of dividing property.
- Integrating tax issues within the division of assets and liabilities.
- Analyzing pension and retirement plans to advise on the best scenario of assigning assets.
- Evaluating the costs with keeping or selling the matrimonial home.
- Developing economically feasible plans for residences.
- Evaluating the client’s insurance needs post-divorce.
- Planning post-divorce financial portfolios incorporating inflation and rates of return projections.
- Bringing an innovative and creative approach to settling cases based on financial realities.
