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How Can I find an advisor to help with divorce?

Jan 11, 2012 by Martin from Waukegan, IL in  |  Flag
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Ask for a referral from the Financial Planning Association, your attorney, family and friends, then thoroughly check out the referrals and interview them, might be a start along this path.

Comment   |  Flag   |  May 31, 2012 from Plano, TX

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You can begin by searching http://www.cfp.net/ for a CFP professional near you. You'll want to know what their background and experience are, how they get paid, and whether they can or will serve you as a fiduciary. You may also want to cross-reference the CFP listings with references from divorce planning organizations like http://www.institutedfa.com/ and http://www.divorceandfinance.org/. Finally, you can also ask your attorney if he can recommend a reputable planner with experience in this area.

1 Comment   |  Flag   |  Jan 12, 2012 from Arvada, CO
Paul J. Hynes, CFP®

This is an excellent answer containing very good suggestions. It's important to ask for a referral from the attorney you're working with. Not only have they worked with many financial experts but they also will know who is right for your situation.

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Flag |  Feb 09, 2012 near San Diego, CA

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This is an excellent answer containing very good suggestions. It's important to ask for a referral from the attorney you're working with. Not only have they worked with many financial experts but they also will know who is right for your situation.

Comment   |  Flag   |  Feb 09, 2012 from San Diego, CA

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Ryan Level 19

In addition to doing your own research and asking your attorney, don't be afraid to seek out the opinion of a local CPA. Additionally, it is worth asking if there is any conflict of interest for the attorney or CPA in terms of getting paid to refer you. If that is the case, you might want to seek additional names to interview versus ones that offer a payout. This might not necessarily disqualify the person but should be part of your discovery process.

Comment   |  Flag   |  Feb 28, 2012 from Gettysburg, PA

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The CDFA can act as a "money referee" for amicable divorces. They make sure each side gets a fair deal..

Comment   |  Flag   |  Feb 09, 2012 from Cleveland, OH

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You can start by checking out the CFP Board's website (http://www.cfp.net/) because there are many practicing professionals who have incorporated divorce financial planning into their practices. While any CFP(R) or CPA may know of some of the issues related to divorce, I found that gaining the specialized knowledge offered through programs like those offered through the Institute of Divorce Financial Analysts has been beneficial in helping out my clients going through divorce.

Comment   |  Flag   |  May 17, 2012 from Amesbury, MA

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Look for a CFP or someone with a CDFA designation in your area

Comment   |  Flag   |  Jan 19, 2012 from Boston, MA

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