Divorce Planning

Stephan is also a CDFA!

In addition to being a CFP® professional, Stephan is also a Certified Divorce Financial Analyst(TM). He can provide insight on many of the factors you should consider when reviewing a divorce settlement:

  • Saving and budgeting
  • Mortgage and debt
  • Tax consequences
  • Division of pension and other assets
  • Planning for retirement and college
  • Creating short-term and long-term financial goals
  • Insurance needs



Pre-Divorce Planning

Thinking about divorce? We can provide a safe and anonomyous place to ask financial questions and help you understand how a divorce could impact your financial stability in the future.


Post-Divorce Planning

With your new reality comes the need to find new balance. We can help you understand the big picture and adjust to the financial realities you may face after a seperation.


Collaborative Divorce

Thinking about a collaborative divorce? Stephan is a trained member of the Collaborative Professionals of the Shenandoah Valley and is available as a Financial Specialist.

Learn more about Collaborative Divorce 


While a CDFA can help your attorney make financial sense of settlement proposals, The Institute for Divorce Financial Analysts (IDFA™) highly recommends that any person getting a divorce should seek legal counsel. A CDFA role is to assist, not replace the attorney.