Divorce Planning, EA, CDFA®

For those going though divorce & recently-divorced individuals

Planning for a Divorce

While your attorney will help navigate complex family law issues, who will help you make appropriate financial decisions? It is extremely easy to make financial mistakes during your divorce. How do you know if you’re making the right decisions for your future? As an Enrolled Agent & Certified Divorce Financial Analyst (CDFA®), I have special training to support you and your attorney during this critical time.

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5 Reasons Why Should I Work With a CDFA®?

Financial analysis conducted early in the divorce process can save time.

A CDFA® can help their client save money during the divorce process.

A CDFA® can help his/her clients to avoid long-term financial pitfalls related to divorce agreements.

CDFA® professionals can assist their clients with developing detailed household budgets to help avoid post-divorce financial struggles.

Using a CDFA® professional can reduce the amount of apprehension and misunderstanding about the divorce process.

Misinformation and misconceptions about the divorce process can be detrimental. Many have false expectations that they will be able to secure a divorce settlement allowing them to continue with their accustomed style of living. As a financial divorce analysts, we strive to ensure a good, stable economic future and prevent long-term regret with financial decisions made during the divorce process.

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Let's start mapping your financial future!

Davis Financial LLC

A financial services firm servicing clients across Utah. We strive to understand your goals, help you manage your retirement planning, guide your overall wealth strategy and help minimize your tax liability through a long-term and trustworthy relationship.

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Office Hours: M-F, 9am-5pm
Call Us: (801) 620-0586
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This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

Securities offered through Purshe Kaplan Sterling Investments, Member FINRA & SIPC., Headquartered at 80 State Street, Albany, NY 12207. Advisory Services offered through BEAM Wealth Advisors, Inc., a SEC Registered Investment Advisory Firm. BEAM Wealth Advisors, Inc. is a separate entity from Purshe Kaplan Sterling Investments. Joseph Davis, Registered Representative, Aaron Schuler, Jr, Investment Advisor Representative, Beam Wealth Advisors, Inc., Tax services provided by Davis Schuler & Associates, LLC. Advisory services offered by Beam Wealth Advisors. Davis Financial LLC, Beam Wealth Advisors, Inc., Davis Schuler & Associates, LLC, and Purshe Kaplan Sterling Investments are separate, unaffiliated entities.