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Financial Analysis in Divorce

Serene Point Advisors works with divorcing couples to provide financial education and guidance to help highlight possible outcomes concerning:

  • Division of marital property 

  • Tax implications of asset division 

  • Retirement account evaluations 

  • Spousal and child support calculations 

  • Cash flow analysis

  • Short-term and long-term analysis 

CDFA® 101

A Certified Divorce Financial Analyst, or CDFA®, is a financial advisor with unique education and experience in the financial aspects of divorce, including asset division, tax impacts, cash flow and income share calculations and long-term financial planning.

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Serene Point Advisors LLC is a registered investment advisor in the States of Oregon and California. The Adviser may not transact business in states where it is not appropriately registered or excluded from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

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