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Explore valuable perspectives from our team, featuring articles by Dianne Nolin CFP®, CDFA® Cecile Hult CFP®, CDFA® Eric Ashburn CFP®, CEPA®, CDFA®, CeFT® Joe Gallemore CIMA® CExP™ Jamie S. Blum CPA, CDFA® Alyce Phinney CDFA® Emily Pelletier CGSP® Rasha Bitar CFF®, CGSP® Sierra Lawrence CGSP®  Brett Colbert Maggie Shipley Kayla Hufker

[Empowered Divorce Decisions]: Meet Our CDFA®’s

Meet Our CDFA®‘s

Our team of Certified Divorce Financial Analyst® professionals at Argent Bridge Advisors understand the challenges that arise when deciding financial matters in divorce. It can be overwhelming. As you build your team, let us be your support to prepare you for the decisions you will need to make. Our divorce financial professionals engage directly and confidentially with clients. We work as both client advocates and share our analysis with the client’s legal counsel (upon authorization) and as a neutral professional in collaborative divorce or mediation.

We Can Support You With:

  1. Marital vs. Separate Assets
    • Separate Property Tracing
  2. Balance Sheet (Assets and Liabilities)
    • Real Estate
    • Investments
    • Retirement Accounts
    • Annuities
  3. Cash Flow (Income and Expenses)
    • Budget Analysis
    • Support and Duration
  4.  Tax Consequences from Asset Division
  5. Pension Valuations
  6. Cash Settlements / Tracing for Misuse of Marital Funds
  7. Executive Compensation Analysis
    • Stock options
    • Restricted stock units
  8. Spousal Support Analysis
    • Cash in Lieu of Support
  9. Witness/Trial Testimony
  10. On-Call During Mediation Negotiations or Court Settlements
  11. Post-Divorce Financial Planning
  12. Financial Neutral in Collaborative Divorce or Mediation
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