Divorce Professionals

Attorneys                    Mediators                    Mental Health Professionals

 

 A Certified Divorce Financial Analyst™ offers specialized financial analysis during the divorce process. Whether you are an attorney, mediator, or a mental health professional, you and your client can benefit with the services of a CDFA™.  Your client receives the thorough financial analysis and information they need to make confident, informed decisions for their financial future. You provide a much-needed service to your client relationship that allows you to focus on your area of professional expertise.

Our experience includes training in the following areas: civil and family mediation, interdisciplinary collaborative divorce, financial planning, tax issues relating to divorce, pension valuation and QDRO's.  

 

Attorneys

Headway Financial Group and JMC Consultants LLC is an experienced team of professionals that partners with family law attorneys in various stages of the divorce process to support you in providing the best possible financial outcomes for your clients. We work with attorneys in traditional litigation situations as well as collaborative and mediated divorce processes. Depending upon you and your clients' needs, we can help educate your clients and eliminate emotional decision-making, provide projections and analysis, or simply check on proposed financial solutions to confirm they are in your clients' best interests. Post divorce we offer a complete transition plan to implement the agreement and plan for their stable financial future.

We help provide your client(s) with much needed clarity and furnish them with easy to understand scenarios that address their specific financial situation.  Your client(s) are more likely to develop or maintain realistic expectations, a better understanding of their financial realities, approach a more rational decision and feel more secure with the fairness and adequacy of the outcome of their settlement. 

We give them all the comprehensive documents and tools they need to help them make confident decisions on their financial future.  By increasing their financial knowledge and confidence, you are rewarded with higher satisfaction from them, which can lead to an enhanced reputation and increased referrals for your practice.

In providing you our services, in depth financial analysis, bottom line tax scenarios and reports as an advocate for one party, acting as financial mediators for both or being a part of a collaborative team, your responsibilities and liabilities are reduced.  If a case has to go to court, we are available to be an expert witness on your behalf.

We welcome inquiries regarding specific cases or general information regarding our capabilities. If you have a client who is interested in learning more about our services, we will offer an initial thirty minute complimentary consultation. Please ask your client to mention your name when they call.

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Mediators

We are trained in the mediation process, but offer to you our support and services to one or both spouses.  We can be your resource to address all the financial concerns of your clients.  This includes financial tax issues of divorce settlements, child support, spousal support and help with retirement plans (pensions, 401k's, stock options and QRDO's).

We help provide your clients with much needed clarity and furnish them with easy to understand scenarios that address their specific financial situation.  Your clients are more likely to develop or maintain realistic expectations, a better understanding of their financial realities, approach a more rational decision and feel more secure with the fairness and adequacy of the outcome of their settlement.  The provided information will also give you the groundwork to help both parties come to an agreeable resolution.

If one client is financially unsophisticated, we can educate him or her or act as an advocate to provide a clearer understanding of financial terms, the implications of proposed settlements, their long-term financial outlook, and how to implement the settlement. If needed, we can act as a financial neutral during the mediation process, helping everyone gain an understanding of all the financial documents and issues.

Working with a trained divorce financial professional will give you and your clients clear, concise and comprehensive options for their divorce settlement.  By utilizing our services, you will help reduce the tension and emotions that are involved in the divorce process.

By increasing their financial knowledge and confidence, you are rewarded with higher satisfaction from them, which can lead to an enhanced reputation and increased referrals for your practice.

 

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Mental Health Professionals

Financial burdens and poor communication are two of the top reasons for divorce.  When financial problems arise, counselors, therapists and clergy are often the first to hear about a potential divorce. For your clients who are contemplating divorce, we can play a key role in improving their ability to cope.

With an uncertain financial future, a person will experience increased amounts of stress. We work to educate and prepare clients on what to expect in the divorce process concerning financial situations so they can move toward feeling more in control of their future by feeling secure about their financial lives.

A trained divorce financial professional can help create a safe environment for clients to understand their own finances and to make monetary decisions that will benefit them and their families in the future. By presenting clear, easy-to-understand financial scenarios, we help your clients answer questions that are most important to their financial future, such as:

  • Can I afford to keep the house?
  • How do we split pensions and retirement accounts?
  • How do I survive financially after the divorce? 

This improved understanding can lead to a calmer, more levelheaded approach to making decisions that will affect your clients for a lifetime. Your clients can feel more in control of their financial future as their fear and uncertainty are reduced and their knowledge and understanding increase.

As they understand the financial issues in their divorce more clearly, they make more decisions more readily and confidently about their divorce settlement.  You help them save time and money in the demanding process of a divorce.  Your help in pointing them in the right direction to work with the right professionals will lead to an enhanced reputation and increased referrals for your practice.

 

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