Divorce

CERTIFIED DIVORCE FINANCIAL ADVISORS

Divorce Financial Planning & Advisory Services

Divorce is not just a legal procedure; it is an economic junction. Windfall Advisors is a company that offers the services of Divorce Financial Advisors so that their clients can confidently go through the intricacies of wealth division, tax strategy, and long-term planning.

In the process of organizing the divorce, finding a financial advisor during divorce, or getting your financial life in order, we have a simple mission: to secure your assets, reduce the financial burden, and help you continue on a steady plan.

Add Your HeadiNavigate Divorce with Confidence: Your Fiduciary Divorce Financial Advisorng Text Here

Divorce may be emotionally exhausting and economically disorienting. The terms of settlement, taxes, and lifestyle changes all tend to come into conflict simultaneously.

That’s where we step in. This is in your best interest as fiduciary advisors providing transparent divorce financial services to put your financial future into your hands. Whether it is dividing assets or developing post-divorce budgets, we mix compassion with accuracy that enables you to make clear and confident decisions at every stage.

Why You Need a Certified Divorce Financial Advisor

A Certified Divorce Financial Advisor (CDFA) is a professional who adds specialized knowledge to one of the most complicated changes in life. At Windfall Advisors, our team of experienced individuals will work hand in hand with your attorney and CPA to make all decisions that are in line with your long-term objectives.

Before you sign your life away, we assist you in knowing the financial implications of every alternative, such as property division to spousal support. As a financial advisor divorce specialist, we work on safeguarding liquidity, tax management, and making investments to support your new chapter. We offer:

Unbiased, conflict-free advice (we are a fee-only fiduciary firm).
Planning of asset division and tax optimization.
Clarity on finances in the overall divorce process.

We do not need sophisticated words about our intention: you can rely on the professional advice, which will be calm and meet your needs, as your freedom and future security depend on the settlement.

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

Divorce Financial Planning Tailored to Your Life

Every divorce is different, and so is every financial plan. Our customised divorce financial planning process helps you make informed choices for both immediate needs and long-term goals.

Our four-step process:

Assessment:
Analyze your assets, income, and liabilities to identify strengths and risks.

Design:
Build a detailed plan for cash flow, investments, and tax-efficient settlements.

Implementation:
Work alongside your legal and tax team to execute your financial strategy.

Review:
Regularly evaluate your plan as life evolves, ensuring continued growth and stability.

Our advisors specialize in divorce wealth management, helping you rebuild confidence in your financial independence. Whether it’s dividing retirement accounts, planning for college expenses, or protecting inherited assets, your plan will be as unique as your life story. Discover expert sudden wealth management! Our fiduciary team delivers disciplined investing and long-term financial growth!

Schedule a Consultation

Whether you are going through a divorce, or you are in one, or you are putting your house back together after the divorce, you need to have expert, impartial advice. Request a free appointment with a Certified Divorce Financial Advisor at Windfall Advisors now, and make the first assured step into your second chapter!

Key Areas of Expertise

We provide comprehensive divorce specialist financial advisor services across all financial aspects of divorce:

Divorce settlement financial advice to protect your assets and reduce conflict.
Divorce tax planning to minimize taxable events and maintain liquidity.
Investment and portfolio realignment post-settlement.
Trust, estate, and inheritance planning after marital changes.
Family and business asset division for entrepreneurs and high-net-worth individuals.

Each plan is designed for clarity, privacy, and peace of mind, so you can focus on rebuilding, not worrying. Work with a trusted settlement advisor for personalized settlement planning!

Why Choose Windfall Advisors

Windfall Advisors is more than a financial firm; we’re your partner through life’s most pivotal transitions. As an award-winning, fee-only fiduciary firm, we specialize in sudden wealth and divorce financial planning for clients nationwide.

Our difference lies in:

Transparency:
No commissions, no hidden agendas; ever.
Experience:
Divorce, settlement, and wealth transfer advisors.
Empathy:
Real-life, no judgment help, which seeks the best in you.

It is important to be financially free. We assist you in securing today and expanding tomorrow.

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.

AWARD WINNING SERVICES

Windfall Advisors LLC, Founder, Daniel Scott Johnson won “Outstanding Contribution to Wealth Management Thought Leadership (Individual) – Miami at the Family Wealth Report Awards held in Miami on January 16, 2025.

The Family Wealth Reports provides exlusive intelligence for the family office community.

Windfall Advisors is a Fee-Only Fiduciary and RIA Registered Investment Advisory firm specializing in managing sudden wealth assets for recipients across the country.

CLIENT REVIEWS

100% FIVE STAR REVIEWS ON GOOGLE

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.

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.

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!

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.

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!

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.