Financial Specialist
The Financial Specialist is a professional who helps you gather, organize, list, understand and analyze financial data relevant to your divorce.
The Financial Specialist has specific training in Collaborative Divorce and family law matters. The Financial Specialist is a certified financial planner, certified divorce financial analyst, certified divorce planner, and/or certified public accountant.
The financial specialist helps you:
- Identify your financial hopes, concerns, goals and objectives;
- Gather and organize your financial data;
- Understand the financial implications of your settlement options;
- Increase your knowledge so that you are comfortable in making your own financial decisions;
- Understand your family’s financial reality;
- Understand financial reports and cash flow charts; and
- Engage in safe, honest and informed financial conversations.
