Blog

I can tell you that the husband-hiding-wads-of-cash scenario happens a lot more in Hollywood than it does in real life. Still, it does happen. So how do you know? And what should you do?

Timing is everything. You really need a financial expert like me—after all, I’m a CPA, a CERTIFIED FINANCIAL PLANNER® professional, and a Certified Divorce Financial Analyst® professional—to look at that proposed settlement before you go to mediation.

I want to make something really clear. I have a great relationship with lawyers, specifically family-law or divorce attorneys. We work together to help women like you get the best possible settlement.

I recently worked on a divorce case that went to mediation. As a CPA, a CERTIFIED FINANCIAL PLANNER® professional, and a Certified Divorce Financial Analyst® professional, I had done my best to prepare the attorney and the woman for the big day.

You get a new client. You ask her to complete the AFI. And just like that, your case grinds to a halt.

If you’re reading this, and you have a pet, I know you’re not thinking of that little critter as a “thing” or an “asset,” let alone one that can be divided, King Solomon-like, in the event of a divorce!

Divorcing women ask me all the time: “Why would you advise me not to keep the house, post-divorce??” I could write a book on this. I’ll spare you that much reading here. But I’ll give you the highlights, so you can make your own decision.

What I’d like to discuss here is how you can—with, humbly, my help—bring more optimism to your clients. Sure, it’s great for them. But, arguably, it’s even better for you.

In my wealth-management practice (Bridge Financial Strategies), I work with a lot of “G2s.” As a CPA, a CERTIFIED FINANCIAL PLANNER^® professional, and a Certified Divorce Financial Analyst® professional who helps women with the financial side of divorce, I periodically work with them as well. And so might you.