Recommended Reading

Lawyers can miss critical financial planning steps—like cash flow modeling, tax implications, long-term goals, and integrated planning with CPAs. Hiring a CDFA early can significantly improve your financial outcome.  (Kiplingers, May 2025)

This article explore the importance of setting a specific budget for summer activities and offers tips on how to prioritize spending while still enjoying all that the season has to offer. (IDFA, May 2025)

This article from the Institute for Divorce Financial Analysts explores how mindfulness can improve decision-making, especially during life transitions like divorce. (IDFA, April 2025)

Thinking about divorce? This article outlines key financial steps to take early - from organizing assets to planning your post-divorce budget. (Forbes, March 2023)