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.
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.
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 analyst, I ensure a good, stable economic future and prevent long-term regret with financial decisions made during the divorce process.
Where do I start?
As the Founder of Utah Divorce Services, I am here to listen and discuss what is on your mind. We start with a 20-minute conversation (in person or remote). Contact us via the form below for an unbiased evaluation of your needs. Or please visit the Utah Divorce Services website for a full list of our divorce services and additional benefits.
Let's start mapping your financial future!
Davis Financial LLC
A fee-based financial planning firm servicing Ogden, 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.
Office Hours: M-F, 9am-5pm
Call Us: (801) 620-0586
Directions: Map It
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 Securities America, Inc., Member FINRA/SIPC. Joseph Davis, Registered Representative. Tax services provided by Davis Tax & Associates. Advisory services offered by Beam Asset Management. Joseph Davis, Investment Advisor Representative. Davis Financial LLC, Beam Asset Management, Davis Tax & Associates, Fit Divorce Planning and Securities America, Inc. are separate, unaffiliated entities. CA Insurance Lic. #0I00447.