ReportWire

Tag: certified divorce financial analyst

  • Client Advisor Mary Ballin Earns CDFA® Designation

    Client Advisor Mary Ballin Earns CDFA® Designation

    [ad_1]

    Earning the Certified Divorce Financial Analyst credential furthers her mission to empower and inform during tough life transitions.

    Press Release
    –


    updated: Apr 24, 2018


    SAN FRANCISCO, April 24, 2018 (Newswire.com)
    –
    Mosaic Financial Partners is pleased to announce that client advisor and CERTIFIED FINANCIAL PLANNERTM practitioner Mary L. Ballin earned the designation of Certified Divorce Financial Analyst  (CDFA®), as awarded and maintained by the Institute for Divorce Financial AnalystsTM.

    “A CDFA® can explain various financial variables that can impact the decisions made during the divorce process,” said Ms. Ballin. “Divorce is a major life transition. Having a CDFA® by your side can help reduce the stress of this change and can help you to understand the pros and cons of your various options while avoiding emotional roadblocks that may hinder you from having a smooth transition into post-divorce life. My personal passion is empowering women to make educated financial decisions, and earning the Certified Divorce Financial Analyst® designation helps further this mission.”

    I always say, during divorce, in the decisions that come with separating assets, every dollar is not created equal.

    Mary Ballin, Client Advisor

    Ms. Ballin is focused, always, on helping clients make equitable and secure decisions. “I always say, during divorce, in the decisions that come with separating assets, every dollar is not created equal. A CDFA® will make you aware of the tax implications and other financial impacts of settlement options that you might not have considered otherwise.”

    As the Mosaic name indicates, the fee-only wealth management firm uses a team approach of advisors and planners with multiple specialties. With “intellectual curiosity” ranking high among its core values, Mosaic is proud to exist at the forefront of the evolution of wealth management culture.

    About Mosaic Financial Partners, Inc.: The firm’s mission is to improve their clients’ lives by providing caring, knowledgeable, holistic financial solutions and customized advice to help clients attain their lifetime goals and aspirations. Committed to helping individuals, families, and businesses in the greater Bay Area, with two local office locations, Mosaic’s integrated team empowers all members of the community to make personal financial decisions and achieve their dreams. For more information about Mosaic, visit www.mosaicfp.com.

    Contact: Elka Weber, mfp@mosaicfp.com, 415-788-1952

    Source: Mosaic Financial Partners, Inc.

    [ad_2]

    Source link

  • CUTV News Welcomes Freda Brown of Divorce Financial Services

    CUTV News Welcomes Freda Brown of Divorce Financial Services

    [ad_1]

    Press Release
    –

    Oct 27, 2016


    Branford, CT, October 27, 2016 (Newswire.com)
    –
    ​CUTV News announced today that Freda Brown, founder of Divorce Financial Services, has been featured in an exclusive sit-down interview with host Jim Masters on the financial challenges of divorce.

    All assets accumulated during marriage are considered marital property. When a couple chooses to file for divorce, these assets are subject to division.

    Anyone who is thinking about divorce should speak to a financial advisor first.

    Freda Brown, CDFA

    According to a recent study conducted by Forbes, the average cost of a contested divorce ranges from $15,000 to $30,000, with most of that money spent on legal fees.

    Thankfully, there is a way to make the process more manageable, both financially and emotionally.

    Freda Brown is a Certified Divorce Financial Analyst (CDFA) and the founder of Divorce Financial Services, where she helps individuals and couples to navigate the financial issues associated with the division of marital assets and reach a settlement that is financially equitable for both parties.

    “Anyone who is thinking about divorce should speak to a financial advisor first,” says Freda. “I give my clients an educational view of their situation so they can make informed choices.”

    According to Freda, different couples divorce for different reasons. Each couple has a different story and different problems. Most importantly, everyone’s finances are completely different, so you can’t take a cookie-cutter approach.

    As a CDFA, Freda can assist in the preparation of financial statements, look for inconsistencies in your spouse’s financial statement, and determine the possible tax consequences associated with the division of property, property notes, pensions, retirement, alimony and child support.

    “There are a lot of questions divorcing couples don’t ask themselves before they begin this process,” says Freda. “So my clients value the input I give them because it allows them to get past the emotions of the situation and move forward.”

    For more information on Divorce Financial Services, visit www.divorcefinancialservices.net

    Source: CUTV News

    [ad_2]

    Source link