Broker Check


Divorce Financial Planning

Divorce can be very complex and represents one of the biggest financial turning points some individuals will ever face. Emotions run high and once the divorce is finalized, some decisions are irrevocable.

Team leader Lana Hock has completed advanced financial planning studies through the Institute for Divorce Financial Analysts to obtain the Certified Divorce Financial Analyst (CDFA) designation.  CDFA professionals most often come from a financial planning, accounting, or legal background and pursue the designation to become skilled at analyzing and providing expertise on the financial issues of divorce.  Additionally, Lana's  recent studies in financial therapy and conflict resolution have solidified her approach to divorce financial planning in working toward achieving clients' goals through alternative dispute resolution. 

The CDFA can help clients determine the short-term and long-term financial impact of any proposed divorce settlement. They also provide valuable information on financial issues that are related to the divorce, such as tax consequences, dividing pension plans, continued health care coverage, stock option elections and much more. CDFA professionals also help attorneys and mediators by helping the client make financial sense of proposals and providing compelling financial planning analysis that could offer clarity during the stressful decision-making process.

"I've been through a divorce myself and appreciate the struggles and consequences faced, particularly for the party least informed on financial matters.  I know from experience that working with a CDFA can change outcomes."  
-- Lana Hock --

Schedule a complimentary discovery call

Schedule a complimentary discovery call

Scan the QR code or click the button below to discover how working with a CDFA can improve your outcome.

Top Five Reasons* for Hiring a CDFA professional during the divorce process

Top Five Reasons* for Hiring a CDFA professional during the divorce process

  1. Financial analysis conducted early in the divorce process can save time.
  2. A CDFA professional can help their client save money.
  3. A CDFA professional can help his/her clients to avoid long-term financial pitfalls related to divorce agreements.
  4. CDFA professionals can assist their clients with developing detailed household budgets to help avoid post-divorce financial struggles.
  5. Hiring a CDFA professional can reduce the amount of apprehension and misunderstanding about the divorce process

If your attorney or mediator suggested you contact us, it is because they, too, have observed the impact our analysis and advice can have on your anticipated outcome. Fill out the contact form below for more information about how working with a CDFA can help improve divorce outcomes, or schedule a complimentary 30-minute discovery call with Lana today!

Thank you!
Oops!