Marital & Divorce Financial Planning
Our affiliated company, Marriage Financial Solutions, provides a wide range of marital financial services including assistance with pre and postnuptial agreements and divorce financial analysis. At Marriage Financial Solutions, the financial implications and after-tax consequences of various options for dividing property and providing or receiving child and/or spousal support in mediated, collaborative, and litigated divorces are analyzed.
Marriage Financial Solutions focuses on successful long term outcomes, employing a team approach that utilizes attorneys, accountants, and financial planning experts.
FAQs
What is a CDFA® and why does it matter in divorce?
A Certified Divorce Financial Analyst (CDFA®) is a financial professional trained specifically in the financial aspects of divorce. Where an attorney focuses on legal outcomes, a CDFA focuses on the long-term financial impact of settlement decisions — analyzing asset division, tax consequences, support structures, and post-divorce cash flow. Both Alex and Ali Weinberger hold the CDFA® designation.
When should I involve a financial advisor in my divorce?
As early as possible. Decisions made in the early stages of a divorce — about which assets to retain, how to value a pension or business interest, or whether to keep the marital home — can have consequences that last decades. Involving a CDFA before settlement negotiations begin gives you the clearest possible picture of what each option actually means for your financial future.
Do you work with both spouses or just one?
We typically work with one party. In most cases our client is the spouse less involved in managing household finances and who faces the steepest learning curve entering post-divorce financial life. We help that client understand what they have, what it's worth, and what they need going forward.
Do you work with family law attorneys?
Yes. We work regularly alongside family law attorneys, mediators, mental health professionals, coaches and other divorce professionals. If you were referred by an attorney, we are familiar with the collaborative process and can coordinate directly with your legal team.
What happens after the divorce is finalized?
For clients who need ongoing wealth management after their divorce is complete, Weinberger Asset Management provides comprehensive investment management and financial planning. Many of our wealth management clients came to us first through the divorce planning process.