Divorce Financial Planning

For couples going through a divorce, the process can be extremely difficult, and assessing the various settlement options, without the requisite financial expertise can be daunting. Since many of the decisions made about the division of assets are difficult, if not impossible to change once the divorce is final, it is imperative to be fully informed of the short and long-term consequences of potential settlement alternatives, so that the family has the best chance of protecting its financial stability going forward. This is why, so many clients now understand that in addition to attorneys and mediators, the services of a Certified Divorce Financial Analyst®, are indispensable as part of the divorce process.

The role of a Certified Divorce Financial Analyst® is designed to assist the client, his or her attorney, or the alternative dispute resolution team, in understanding how the financial decisions made today, will impact the client(s) going forward.

At Topel & DiStasi Wealth Management, we work with Individuals, couples, mediators and attorneys to provide divorce financial planning services. With our vast experience in personal financial planning, our team applies to your divorce case, the same rigorous approach we use for our comprehensive planning process, in order to provide you and your family with the knowledge and confidence to move past this difficult and uncertain time, and get on with your lives.

Our lead divorce financial advisor, Gavin DiStasi, CESTM, CDFA®, is a Certified Divorce Financial Analyst® professional, A Certified Estate and Trust SpecialistTM, a member of the Institute for Divorce Financial Analysts, and an associate member of Collaborative Practice East Bay.