Divorce Planning
At The Center, we pride ourselves in providing first class financial planning services. Financial planning encompasses many life stages and each stage has unique opportunities and challenges. Divorce is no exception in the financial planning life cycle. At The Center, we're fortunate to have a Divorce Financial Planning specialist to address the intrinsic details of financial planning as it specifically relates to divorce.
Meet Jacki, our resident Divorce Financial Planner
Want to get in touch? Email Jacki
Jacqueline (Jacki) Roessler, CDFA® has been a practicing divorce financial planner since 1992 and is viewed by her peers as a leader in the area of divorce financial planning.
Jacki’s work with divorcing clients has been featured in numerous media, including Kiplingers’ Personal Finance, Fortune Magazine, Bloomberg’s Wealth Manager, Money magazine and the Investment News. READ MORE
Services Include:
- Post-divorce budget/expense preparation
- Preparation of financial affidavit (marital asset inventory)
- Settlement proposal development and analysis with respect to:
- Property division
- Spousal support
- Income Imputation
- Tax considerations in property division
- Consulting on pension and retirement account division issues
- QDRO language preparation for attorneys
- Pension valuation for divorce purposes
- Attend mediation, Collaborative sessions
- Testify in Court
- Financial coaching for divorce clients
- Financial neutral for collaborative and mediation cases
Budget Worksheet
Divorce Financial Planning Information Gathering Checklist
Post-Divorce Client "To-Do" List
Association of Divorce Financial Planners
Institute for Divorce Financial Analysts (IDFA)
Center Divorce Blog
