How We Can Work Together
Divorce Financial Analysis
With the background and training as a CERTIFIED FINANCIAL PLANNER™, we conduct a careful analysis and review to help you to understand your financial situation along with the short and long term implications of any potential settlements. Our reports will provide you with financial clarity and strengthen your divorce case.
As your financial professional, we assist with gathering and analyzing the financial information for your divorce and provide neutral financial information to both parties involved. As a CDFA®, we provide you with the financial knowledge needed to make informed decisions as a divorcing couple.
As your divorce coach, we can guide you through the steps to take before, during and after your divorce. We will help you organize, set goals and prepare you for your new life potentially saving you time, money and minimizing the stress involved. Our role as your coach is to consider the emotional and financial aspects of divorce.
Mediation and Litigation Support
As your mediation or litigation support, we work closely with your mediator or legal team depending on your situation. We provide the financial calculations and reports needed to gain clarity on the financial aspects related to your divorce. Our information will provide you with a thorough understanding of your financial picture so you can negotiate from a position of confidence.
Collaborative divorce is a team approach to the divorce process. As the financial neutral on the team, we work with both spouses, an attorney and a mental health professional to consider the goals and interests of the family. Our role on your team is to provide both spouses with the financial clarity needed to make thoughtful decisions.
Post-Divorce Transition Guidance
Once you're divorce is settled, there are still additional financial steps to complete. We will help you finalize such things as QDRO transfers, update account beneficiaries, divide IRA's and investment accounts, create new budgets along with updating estate plans. Our goal is to support you through these next steps and help you craft your new life beyond divorce.
Penny Di Giovanna, CFP®, CDFA®, AAMS®
We provide financial guidance tailored to divorcing and divorced women along with divorcing couples looking for a kinder, gentler process. As a Certified Divorce Financial Analyst (CDFA®) and experienced Certified Financial Planner™ (CFP®) professional, I am dedicated to helping you achieve financial independence and success on your terms.
With experience in navigating the intricate financial complexities of divorce, I offer valuable insights and reports to ensure you have clear and concise financial information enabling you to make decisions aligned with both your short -term and long-term well-being. From evaluating asset division to projecting future scenarios, I empower you to make informed decisions during this critical life transition.
Beyond divorce-related matters, I offer divorce transition guidance to be sure that all of the details of your new financial life are covered. Items such as updating account beneficiaries, legal documents and other accounts can be overlooked creating problems in the future. We guide you with next steps into your new life.
Your privacy is paramount, and our collaboration will be strictly confidential. I am committed to fostering a trusting environment where you can openly discuss your concerns, aspirations, and dreams. Together, we will forge a relationship built on trust and collaboration, enabling you to gain control of your financial future and embrace a life of abundance and independence.
Schedule a consultation and let's embark on this transformative journey together. I'll help you confidently navigate divorce, preserve your wealth, and embrace a prosperous future!