Divorce

CERTIFIED DIVORCE FINANCIAL ADVISORS

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What now?
A divorce is often a dramatic event in ones life.

Hopefully your experience is amicable and peaceful, but if not the process can be heavy and emotionally taxing. You may not know what custody outcomes may be, affects on your children, assets you have or will have, income may be unknown, where you may reside.

If you’re a female especially and divorce is in the picture for you, chances are you’re going to be scrambling for a financial advisor. More often than not, the men have the relationship and communication with the financial advisor representing the household.

The result is being left in the dark and not having or knowing a financial advisor to turn to for financial questions. Contacting a financial expert experienced with pre and post divorce financial planning can alleviate a lot of stress of the unknown and optimizing your financial future.

Our recent Divorce Blog- Congrats! You Just Prevailed in Family Court. Who is Advising You?

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Frequently asked questions

How can sudden wealth impact divorce proceedings?

Sudden wealth can significantly complicate divorce proceedings, introducing new financial complexities. It's crucial to consult with a divorce specialist financial advisor experienced in handling sudden wealth to navigate property division, alimony considerations, and the overall financial impact of divorce.

Are there tax considerations in a divorce settlement?

Yes, taxes play a significant role in divorce settlements. Different assets have varying tax implications, and understanding these can impact the overall financial outcome. Collaborate with Windfall Advisors to optimize your settlement in a tax-efficient manner.

How can a financial advisor assist in divorce planning and aftermath?

Windfall Advisors can provide crucial support in planning and navigating the aftermath. We can analyze financial documents, assist in dividing assets, help you plan for post-divorce life, and guide you through the complexities of financial decisions during this challenging time.

CLIENT REVIEWS

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What a unique and heartening experience to have an expert share his knowledge without a preoccupation for making a sale. Daniel is a kind, patient and insightful professional.
Adrianna B.
I've only been with Daniel for a few months, but so far it has been a relieving and rewarding experience. He is always very communicative which is much appreciated and you don't see that too often from financial advisors. Looking forward to our continued work together in the years to come.
Logan B.
Daniel is a consummate professional with a very personable approach. He is such a great listener, so he can have that personal connection with his clients, which is how to best meet the needs of the client. Daniel responds promptly and works quickly and efficiently. His knowledge of the many different aspects of financial planning for estates, and for clients who want to get their personal finances in order, is impressive. I really appreciate having Daniel on my side because I trust him. Give him a shout!
Jennifer H.
Daniel and I just started working together. He made what could be a very complicated process extremely streamlined and simple. We were able to set up my account in 15 minutes on the phone together. I am so excited that I now have a true financial advisor, he has made himself available and made me feel comfortable with big financial decisions. I do trust that he will do great things with my portfolio.
Erica W.
I was feeling severely anxious with my finances prior to speaking to Daniel. This kind man took the time to break everything down in simple terms the average person who's just getting started could understand! He can definitely tailor a plan that'll make sense to you and fit your needs. 10/10 would recommend!
Tianna G.
I was feeling severely anxious with my finances prior to speaking to Daniel. This kind man took the time to break everything down in simple terms the average person who's just getting started could understand! He can definitely tailor a plan that'll make sense to you and fit your needs. 10/10 would recommend!
Tianna G.
I was searching for a financial advisor and I found Daniel. Is not the first time I talked to an expert about my finances but Daniel made it easy to understand. He answered all my questions and gave me very good advice. He listened to all my concerns and gave me his honest recommendations. I'm so happy with our phone consultation. I would recommend 100% Windfall advisors to anyone who's looking for guidance with investing, saving accounts options and a lot more. Very professional and knowledgeable.
Anabel R.

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