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Certified Divorce Planning

Certified Divorced Financial Analyst (<strong>CDFA</strong><span>&#174;)</span>

Certified Divorced Financial Analyst (CDFA®)

Embarking on the journey of handling your family's finances solo, especially when it's a new responsibility, can be both challenging and emotionally charged. Here at Concierge Capital, our dedicated wealth management team brings a compassionate touch to guide individuals who are going through or have recently experienced the complexities of divorce. We understand the unique financial challenges you may face during this transition and are here to support you every step of the way.




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As Certified Divorce Financial Analysts®, we're here to lend a helping hand as you start your journey towards independence. Throughout the legal process, we provide support in various aspects of your financial affidavit, including:

Tax Planning: Navigating the intricate landscape of tax rates post-divorce can be daunting. Our advisors are well-versed in the nuances, ensuring you are informed and prepared for any changes. We guide you through potential joint liabilities, helping you develop a solid plan for your new tax situation.

Balance Sheet, Income & Expenses: Untangling assets and liabilities woven together during a marriage requires precision. Our financial planning team excels in matching community and separate balance sheet items to the rightful owner's, post-divorce. We bring clarity to your financial outlook, ensuring a smooth transition to your new financial reality.

Investing with Employment Compensation Packages: Your employment compensation package may undergo significant changes post-divorce. Our experienced advisors specialize in unraveling the complexities, unlocking efficiencies, and overcoming potential obstacles. Whether you need to navigate adjustments from your former spouse's compensation or explore opportunities within your own, we're here to guide you.

At Concierge Capital, we believe your financial freedom begins with a tailored plan designed specifically for you and your new journey. Let us be your partners in building a secure and empowering financial future.