Elizabeth Cox
MA,CDFA™
CERTIFIED FINANCIAL PLANNER™

“Plan for your future because that’s where you’re going to spend the rest of your life.”
- Mark Twain


Divorce Financial Services & Financial Mediation

Divorce may be one of the most emotional and traumatic events in a person's life. The financial decisions you make during this time can seem overwhelming and can impact your life for years to come. When emotions run high, financial mistakes are often made. In a divorce, these mistakes can be permanent and the impact of these consequences can be devastating.

 

Working with a financial professional who specializes in financial and tax issues specific to divorce, can help you avoid costly mistakes. By applying the principles of divorce financial planning early on, we can help you avoid unworkable outcomes and future financial hardships.  As a Certified Divorce Financial Analyst (CFDA™) trained in collaborative divorce and mediation, I put my many years of experience working with divorce attorneys/mediators and navigating these difficult emotional waters to work for you to help you through this stressful time in your life. I can help you:

 

  • Take financial control of the divorce process
  • Gain a clear understanding of your current and future financial picture
  • Be more focused on reaching a fair and workable settlement
  • Negotiate more effectively
  • Reduce legal fees
  • Minimize taxes for investment
  • Maximize marital assets

 

 

DIVORCE FINANCIAL PLANNING SERVICES

REVIEW CURRENT SITUATION 

  • Compile, Organize, and Value Assets 
  • Analyze Liabilities 
  • Estimate Immediate Needs 
  • Prepare Statements of Net Worth 
  • Develop Realistic Budgets 

 

LONG TERM PLANNING 

  • Discuss and Prioritize Goals 
  • Estimate Future Earning Potentials 
  • Estimate College and Educational Costs 
  • Compare After-Tax Asset Sales 
  • Project Retirement Needs 
  • Analyze Insurance Needs 

 

DIVORCE SETTLEMENT ANALYSIS 

  • Analyze After-Tax Proposed Settlements 
  • Estimate Maintenance Needs 
  • Analyze Long Term Cash Flow and Net Worth 
  • Compare and Contrast Financial Aspects of Settlement Proposals 

 

POST DIVORCE 

  • Oversee Asset Transfers 
  • Set Up Budgeting and Money Management Systems 
  • Provide investment services and advice
  • Monitor Results 
  • Update Plans 

FINANCIAL MEDIATION

 Financial issues often cause stress in a relationship and can even lead to the breakdown of a marriage. One of the most difficult challenges couples face is to learn how to communicate about money. Financial Mediation is a specialized service that we have developed to allow couples to reach consensus on financial issues whether they are married or divorcing.

 

As a Certified Divorce Financial Analyst and Certified Financial Planner trained in DIVORCE MEDIATON, I mediate financial agreements between couples, primarily as part of a divorce settlement. I am also trained in MARITAL MEDIATION and enjoy helping married couples resolve their financial challenges in a cooperative way that may help them stay together.  

 

Please contact us to for more information about how Financial Mediation may benefit you and your spouse or partner. 

Privacy Policy

All written content on this site is for information purposes only. Cox Financial Services, LLC is a Registered Investment Advisor providing fee-only investment advice and guidance, and full-service financial planning. The firm is registered with the State of Connecticut Department of Banking. Our place of business is 3 Sylvan Road South, Westport CT 06880. The information ain this web site is designed to provide a general overview with regard to the subject matter covered and is not state specific. The authors, publishers, and host are not providing legal, accounting, or tax advice, or advice specific to your situation. Material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness.The presence of this web site on the Internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than the state of Connecticut. We are legally empowered to provide financial advisory services only to residents of Connecticut and on a very limited basis to individuals in some other states.

ncial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.