Providing Financial Clarity in Divorce •
Divorce
Divorce
Starting & Going Through Divorce
At Hera Financial, my commitment as your divorce financial analyst is to keep you focused on the big picture while managing the complex details, helping you understand your financial landscape, and advocating for your needs and goals to achieve the best possible outcome. With a specialized approach to guiding clients through divorce, I provide essential clarity on the crucial financial issues that come up before, during, and after this major life transition.
Plus, you’ll have access to the tools and guidance of Hera Financial Solutions in Divorce to support you every step of the way.
Financial Assessment for Divorce
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Provide clarity on your current financial situation.
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Gather and organize your assets & debts for a comprehensive net worth evaluation.
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Review and categorize past spending habits.
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Identify and record both shared and individual assets.
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Detect hidden assets and track financial movements across accounts.
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Assess the living standards maintained during the marriage.
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Examine financial documents and tax filings for accuracy.
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Forecast future financial requirements based on your situation.
Asset Division Consultation
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Outline strategies for fairly dividing marital property.
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Offer guidance on valuing real estate and business interests.
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Investigate any concealed assets and ensure transparency in disclosures.
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Analyze employee benefits, including overlooked stock options.
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Tailor settlement proposals to meet both immediate and long-term financial needs.
Tax and Financial Statement Review
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Conduct thorough examinations of financial statements and tax returns.
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Analyze retirement plans from both public and private sectors for optimal benefits.
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Evaluate the tax consequences of various settlement scenarios.
Insurance and Risk Evaluation
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Collect and assess existing insurance policies to identify coverage gaps.
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Recommend necessary adjustments to ensure adequate protection.
Starts from Settlement Implementation
We track and secure your entitled assets to ensure every part of the settlement is fulfilled. As a Holistic Financial Planner and Fiduciary Wealth Advisor with Forum Financial. Tatiana provides a comprehensive range of services, including:
Comprehensive Wealth Management Service Post-Divorce
Wealth
Wealth
Post-Divorce Wealth Management
Finalizing your divorce is just the start of your financial journey. Post-divorce planning is essential for building a secure future for you and potentially your dependents. Tatiana Sunik, a Wealth Advisor and Holistic Financial Planner with Forum Financial and a fiduciary, is committed to guiding you toward financial independence, step by step.
Frequently Asked Questions
Explore our FAQs to learn how we can support your financial journey through divorce.
Marriage is economic contract after all. A CDFA® provides expert guidance on the financial aspects of divorce, including asset division, tax implications, and long-term planning to work towards a fair settlement.
Key priorities include understanding your complete financial picture, equitable asset division, spousal and child support considerations, and planning for your post-divorce financial future.
We help you gather and analyze financial information, develop negotiation strategies, and create a comprehensive plan for your financial independence post-divorce.
Absolutely. Flexibility is central to our service model at Hera Financial. We can work directly with you, alongside a mediator, attorney, or any other professional involved in your case, adapting to your preferred approach.
Yes, we provide services nationwide, so we can support you no matter where you are located or where your divorce is registered within the United States.
At Hera Financial, you’ll be working with highly experienced and qualified professionals who specialize in managing the financial complexities of divorce. We’ll collaborate with you to build a comprehensive strategy to protect and manage your wealth, offering you peace of mind during this significant life transition.
CDFA®
CDFA®
Why use a CDFA®?
Choosing a CDFA® is a valuable investment in safeguarding your financial future, offering essential financial education, and ensuring a smooth transition during and after divorce.
Learn the Top 5 Reasons to Hire a CDFA® here.
A CDFA® provides essential expertise in:
Assessing financial aspects of settlements, including asset valuation, tax impacts, and long-term planning
Offering education on managing finances both during and after divorce, empowering clients with knowledge and confidence throughout the process
Ensuring clients make informed decisions aligned with their financial goals
My role as a CDFA® includes:
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Guiding clients confidently through complex financial matters
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Providing clarity on settlement options and their long-term implications
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Collaborating with legal teams to advocate for fair asset distribution
Benefits of working with a CDFA®:
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Peace of mind during a challenging time
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Strategic foresight and empowered decision-making
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Financial education that supports well-informed choices and independence, both during and post-divorce
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A solid foundation for financial stability in the next chapter