Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. These product recommendations are not part of the financial plan and you are under no obligation to follow them. *Separate from the financial plan and our role as financial planner, we may recommend the purchase of specific investment or insurance products or accounts. To schedule a complimentary, no-obligation consultation or for more information, contact our Divorce Planning Team at Summit Financial Group. Getting StartedĬonsidering your next steps? Learn more at our monthly SECOND SATURDAY Divorce Workshop.Įach workshop is hosted by an attorney, a licensed therapist, and a CERTIFIED FINANCIAL PLANNER ® professional who will touch on the legal, financial, family, and personal issues of divorce in a safe, confidential, and relaxed environment. We help our clients define a new future by mapping out their goals and objectives through a comprehensive financial planning process. Our team of CERTIFIED FINANCIAL PLANNER™ professionals specializes in areas of personal finance, including retirement strategies, investments, tax strategies, insurance, and estate matters. Once the divorce has been finalized, she works with clients to create a new financial plan. Options for the community property home.She works with family law attorneys to help clients understand: Create a thorough personal financial analysis and plan before, during, and after the divorce.Analyze and educate on the short- and long-term financial implications of divorce settlement proposals.Collaborate with family law attorneys to ensure all financial issues have been addressed.Analysis of client financial data can provide invaluable information to help the client and their attorney achieve a fair, equitable, and just resolution.

During the divorce settlement process, she works with clients and family law attorneys to address specific financial matters. Jeneen holds the CERTIFIED FINANCIAL PLANNER ® certification and Certified Divorce Financial Analyst ® designations.

Jeneen Slackguides our clients through the complex financial issues faced during the divorce process and helps them create goals and a plan for their future. Summit Financial Group can assist with financial planning issues related to a divorce, which is a specialized service under our financial planning model. Proper guidance and planning are crucial during the divorce process in order to help protect your financial well-being. It can also wreak havoc on our personal finances. You just need to be brave enough to keep stepping forward.”ĭivorce can negatively impact our emotions and is often the source of tremendous stress. To acquire the designation, a candidate must successfully pass the exam and be in good standing with their Broker/Dealer(if applicable) and the FINRA/SEC or any other licensing or regulatory agency.“With each ending comes a new beginning. Tax law and financial issues affecting divorce.CDFA candidates learn how to help their clients with financial issues that will affect the rest of their lives, including: The Institute provides comprehensive training using a variety of knowledge and skill-building techniques. Over the years, we have certified more than 5,000 professionals in the US and Canada as Certified Divorce Financial Analyst® (CDFA®) professionals. The Institute for Divorce Financial Analysts (IDFA®)įounded in 1993, IDFA provides specialized training to accounting, financial, and legal professionals in the field of pre-divorce financial planning.

Divorce financial planner