Let us help you navigate through a difficult process.
We help you learn, prepare and get organized for divorce.
About Us
Kelly Swift, CDFA
Kelly Swift, CDFA
Kelly Swift, CDFA
Certified Divorce Financial Analyst
&
Divorce Coach
How we can help.…
Kelly Swift, CDFA
Kelly Swift, CDFA
As a Certified Divorce Financial Analyst (CDFA), we will help you prepare for the difficult road ahead . We will…
- Assist in identifying, gathering & organizing the financial documents you will need.
- Classify assets as separate and marital property.
- Analyze Retirement Plans and provided today‘s value and recommended division.
- Provide
As a Certified Divorce Financial Analyst (CDFA), we will help you prepare for the difficult road ahead . We will…
- Assist in identifying, gathering & organizing the financial documents you will need.
- Classify assets as separate and marital property.
- Analyze Retirement Plans and provided today‘s value and recommended division.
- Provide Spousal & Child Support recommendations
- Trace separate values in Marital real estate property(s)
- Review proposed separation agreements and provide advice regarding potential tax implications.
Divorce Coaching
Kelly Swift, CDFA
Divorce Coaching
Divorce is a very overwhelming process. Let us help you navigate the process with our new Divorce Coaching.