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Divorce Financial Planning Services

Money is a sticking point in a divorce. In fact, money is a major cause of divorce.  It makes sense it would be a difficult issue to resolve. Having a Certified Divorce Financial Analyst® (CDFA™) on the team provides additional expertise to find a fair division of your finances.

Some assets grow faster than others.  Some assets are taxed at a higher rate. Some assets are expensive to maintain, others fairly cheap to maintain. All of these differences must be considered when creating a fair division of the assets. A CDFA™ can help you consider the costs and earning potential for your assets for as long as you plan to own the asset.

We provide divorce services to help you through:

  • Family Financial Communication (Divorce Preventions)
  • Family Dissolution Consulting
  • Family Rebuilding Services

In our financial planning business, we can help you create, implement and monitor a financial plan designed to meet your goals. If you want additional assistance to create, monitor and tweak your financial plan, we will be happy to discuss it with you.

Family Financial Communication: Pre-Divorce Services

Noting that money is a major cause of divorce Holewa Divorce Services developed a service to help you avoid divorce. Family Financial Communication will help you:

  • Understand your money personality
  • Clarify your goals
  • Allocate your resources among past, current and future expenses
  • Move toward a common family financial plan

To the extent that money is a major cause of your marital conflict, Family Financial Communication may relieve some of the financial pressures, giving you room to rebuild your life together.

Family Dissolution Consulting: Divorce Services

During a divorce you are asked to make some of the biggest financial decisions of your life while under an extremely stressful situation. With Family Dissolution Consulting you can be sure you have the support of knowledgeable and experienced divorce consultants.  We will help you understand your finances and show your team options for a fair division of what you own and what you owe.

Family Dissolution Consulting includes the following services as needed in your situation:

  • Balance sheet (what you own and what you owe)
  • Cash flow (income minus expenses)
  • Income and tax projections
  • Risk assessment and recommendations
  • Retirement and pension plan assessment
  • Recommendations for asset and debt divisions

Family Rebuilding Services: Post-Divorce Services

Our Family Rebuilding Services help you reduce the stress of what has already been a difficult process by helping you track and implement the steps needed to update your finances.  Far too often, once the team of professionals disbands after a divorce decree is final, some clients move on without fully implementing the divorce decree. Changing beneficiaries, titles and accounts to align with the agreement is best completed as soon as possible after the decree is final.

Our Family Rebuilding Services help you track and implement the steps needed to update your finances.  With the updates in place, you can begin your life anew with the comfort that your finances are in order. You will take the final steps to make sure you will be okay.

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Holewa Divorce Services Background

With more than 20 years financial planning experience, Holewa Divorce Services brings a depth of knowledge to your divorce situation. Amy R. Holewa, CFP®, CDFA™ has completed extensive study to earn her the Certified Divorce Financial Analyst® designation.

About Amy R. Holewa, CFP®, CDFA™

Amy Holewa brings 20 years of financial services expertise and guidance to her clients. As a Certified Financial Planner and Certified Divorce Financial Analyst, she focuses on ensuring her clients understand any complexities to their unique financial situations while carefully considering all options during divorce proceedings. For those unsure of their financial position or unaware of what the future may hold, Amy works closely with them to develop an outline and objectives that align with their goals.

Amy’s favorite part of collaborating with clients includes working through the complexity of individual cases to ensure tax consequences are considered and other pitfalls are avoided. Through an initial consultation and careful consideration of account division and monetary goals, Amy focuses on helping clients develop solutions that further the divorce agreement process. In addition, Amy has experience working with attorneys to investigate and discover necessary financial information.

For those individuals going through a divorce, it is important to understand the whole financial picture when determining your future. It is important for people to work with a Certified Financial Planner, someone that has a good understanding of various accounts and situations that can help clients identify solutions and avoid making costly tax mistakes. Partnering with a financial professional can help clients be organized through a challenging and difficult situation.

A Note From Amy R. Holewa, CFP®, CDFA™

I am here to support the client through the entire process. From organizing the financial information for the initial attorney meeting to reviewing the impact of possible settlement options to walking clients through the steps to split the accounts once the divorce is finalized.

In addition, I assist my clients by helping them develop and implement a financial plan for their post-divorce life. By forming this partnership, my clients know that I will be with them from start to finish—something that can make a significant financial impact for the long-term.

Contact us to set up a free consultation.

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