Financial Planner

What Are the Most Important Things in Your Divorce… to You?

by David Smith | April 2, 2026 | Divorce Solutions | 0 Comments

When you define your financial, emotional, and relational priorities from the start, you can make better decisions about which divorce process to choose, the overall settlement agreement you create, and identify what’s most needed for you long-term. When people first...

Why a CDFA® Matters: Welcome To The New Public CDFA® Website

by David Smith | March 6, 2026 | Divorce Solutions | 0 Comments

Divorce is not only an emotional process. It is also one of the largest financial transitions you will ever face. The new public platform CDFA.com helps people understand the financial side of divorce and connect with Certified Divorce Financial Analyst® professionals...

Financial Problem Solving in a Divorce: Turning Chaos Into a Plan

by David Smith | February 13, 2026 | Divorce Solutions, Financial Solutions | 0 Comments

Divorce is rarely just a legal problem. It is a financial one that affects the rest of your life. Financial problem-solving in divorce means stepping back, clarifying what a “successful” outcome looks like for you, choosing the right process, and systematically...

Divorce Financial Mistakes People Are Still Making (and How to Avoid Them)

by David Smith | January 19, 2026 | Divorce Solutions | 0 Comments

Divorce can create long-term financial damage if you rush decisions or overlook key details. By understanding your options, paying attention to taxes and asset values, and getting the right professional guidance, you can avoid costly mistakes and protect your...

Preparing for Divorce in 2026: Key Financial Steps to Take

by David Smith | January 6, 2026 | Divorce Solutions | 0 Comments

If you’re considering divorce, or will be going through a divorce in 2026, don’t do it alone. Build a team of trained professionals, gather key financial documents early, and understand your legal options before you act. With recent changes in tax laws and new savings...

When Would You Need a QDRO?

by David Smith | November 14, 2025 | Divorce Solutions | 0 Comments

A Qualified Domestic Relations Order (QDRO) is a legal document required to divide certain employer-sponsored retirement accounts during divorce. Use of a QDRO avoids triggering taxes or penalties. Military Pensions, Federal Pensions, and other government retirement...

Is Divorce Worse Than Death?

by David Smith | October 15, 2025 | Financial Solutions | 0 Comments

Divorce and death are both among life’s most traumatic experiences, and while they share similarities in emotional and financial impact, divorce brings its own unique challenges. Concerns about long term financial stability often intensifies the level of worry....

5 Tips for Budgeting After a Divorce

by David Smith | September 16, 2025 | Divorce Solutions | 0 Comments

The word budget can feel restrictive, but really it is a roadmap for your income and expenses. After a divorce, creating a strong financial plan is one of the most important steps you can take. The first year or two will bring a lot of changes, and how you prepare...

Top 5 Early Mistakes to Avoid in a Military Divorce

by David Smith | August 20, 2025 | Uncategorized | 0 Comments

A military divorce has unique challenges, and rushing in can lead to costly mistakes. Before making any big decisions, take time to get informed. Consult free legal help through the JAG, speak with experienced professionals, explore all your divorce process options,...

Going Through Divorce as a Business Owner

by David Smith | July 16, 2025 | Divorce Solutions | 0 Comments

If you own your own business, the divorce process has an entirely different layer of added complexity. You are not just dividing up the house or negotiating time-sharing, you are dealing with an asset that may be the primary source of income for your family, your...

What I Won’t Do as a Divorce Financial Planner

by David Smith | Mar 12, 2025

As a divorce financial planner, my goal is to help people navigate the financial side of divorce in a way that keeps them in control of their own decisions. I strongly prefer - and encourage - processes that don’t involve court battles. Mediation, Collaboration, or...

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The Most Important Priorities In Your Divorce

Identify Your Priorities, Before Having Any Discussion With Your Spouse

Knowing your priorities will help you be confident in what to ask for, and what you can live without.