Divorcing and Divorced

Our Certified Divorce Financial Analysts® help individuals navigate divorce by providing clarity of options and instilling the confidence necessary to make important wealth decisions.

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Divorce Planning & Divorce After-Care Solutions

Divorce can be one of the most significant emotional and financial transitions to occur in one’s life. With so much at stake, it’s important to protect your interests with a realistic, ongoing summary assessment of your financial situation. Our team of Certified Divorce Financial Analysts® (CDFAs) will guide you through the next stage of your life, creating a personalized financial plan that lays out your financial future.

As your partner, we listen to your concerns and answer the hard questions in a genuinely judgment-free environment. We’ll look for opportunities within your portfolio, provide the clarity and confidence to help you make important decisions and be by your side at every step to create a plan that results in an equitable outcome.

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Our Divorce Services

  • After-Care Wealth Strategy
  • Asset and Cash Flow Analysis
  • Divorce Planning for Business Owners
  • Estate Planning
  • Risk Management Overview
  • Settlement Scenario Modeling
  • Tax Planning and Strategy

Why Use a Certified Divorce Financial Analyst?

In addition to the other valuable members of your professional team, a CDFA® practitioner aims to provide you with the comfort and security of a trusted partner, as well as saving you time and money through the divorce process and beyond. An individual with the CDFA® designation has gone through an intensive training program to become skilled in analyzing their clients’ situation and providing knowledge related to the sophisticated financial matters of divorce. The primary role of a CDFA® professional is to help both the client and their legal team better understand how the financial decisions made today can impact the client's financial future.
Certified Divorce Financial Analyst

Reach out to our Divorce Planning Team

We are here to support you. Fill out this contact form and download our divorce after-care workbook – a helpful guide to identify and store your important information both during and after the divorce process.

Meet Our Certified Divorce Financial Analysts
Megan Rosenstiel - tan
Megan Rosenstiel

CFP®, CDFA® , AWMA®, ADPA®, LTCP
Connect with Megan

Zach-Ripka
Zach Ripka

CFP®, CPA, CEPA, CDFA®
 Connect With Zach

Al Ryerson
Al Ryerson

PA, ASA, CDFA®
Connect with Al

Michelle-Miller

Michelle Miller

CFP®, CDFA®
Connect with Michelle

Equal Doesn’t Mean Equitable

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“Divorce can be one of the most traumatic things for people to go through. We are here to be your support team. We are the people you can ask the difficult questions to. We’ll provide clarity and confidence in making important decisions that lead to an equitable outcome.”

– Megan Rosenstiel, CFP®, CDFA®, AWMA®, ADPA®, LTCP

Get Our Divorce After-Care Workbook

We’ve created a helpful guide to identify and store your important information both during and after the divorce process. Enter your contact information below to access your free guide.

Download Our Divorce After-Care Workbook
divorce-workbook

Take the Prepared Path to Financial Planning

We’ll help you take the prepared path, with solutions for financial and estate planning, investment management, tax strategies and insurance solutions.

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