Divorcing without a certified divorce financial analyst by your side sets you up for unwanted financial surprises in the future. As you negotiate a settlement through mediation or litigation, what may seem like a fair division of assets may result in an unfair situation in the future. I am Laurie Itkin, a certified divorce financial analyst (also known as a CDFA) and author of the Amazon best seller, Every Woman Should Know Her Options.
I have worked on over 250 California divorce cases, educating men and women on the future impacts of proposed property division and support agreements, and empowering them to make smart financial decisions. In addition to divorce-related services, I provide financial planning and investment management as a financial advisor with Coastwise Capital Group.
I have worked on over 250 California divorce cases, educating men and women on the future impacts of proposed property division and support agreements, and empowering them to make smart financial decisions. In addition to divorce-related services, I provide financial planning and investment management as a financial advisor with Coastwise Capital Group.
Services
Services
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Fee based on percentage of assets under management. Fiduciary duty with no commission-based products. Ideal for clients who lack time or expertise to implement an on-going investment strategy including stocks, ETFs, and in some cases options to generate income or hedge risk. Consulting charged by the hour or flat-fee.
About Laurie
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Laurie Itkin is a financial advisor, wealth manager, and certified divorce financial analyst (CDFA). She serves on the national board of directors for the Association of Divorce Financial Planners. She is also the author of the Amazon best-seller, Every Woman Should Know Her Options: Invest Your Way to Financial Empowerment.
Divorce Financial Planning
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Working with a Certified Divorce Financial Analyst (CDFA) is a cost-effective way to protect against big financial mistakes that could impact you and your family in the future. Based on information you provide, I use Family Law software to run various scenarios that help individuals or couples explore the impacts of options regarding child and spousal support and property division.
Mediation Money Mentor
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Mediation Money Mentor helps you understand your financial situation, determine what you need for your future, and effectively advocate for yourself during divorce mediation. Laurie Itkin is a certified divorce financial analyst (CDFA) and is not authorized to provide legal advice. You'll receive guidance on how to quickly and accurately complete your required financial disclosures regarding assets, debts, income, and expenses.
Neutral Divorce Financial Analysis
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Hiring one financial expert instead of two is a good way to save money during divorce and ensure both parties are educated and informed about options to fairly divide assets and debts as well as minimize hassles and confusion. Whether you work with a mediator or each party is represented by an attorney, a CDFA acting in the role of a neutral can provide valuable services that can reduce the time and cost of divorce.
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