Divorce Financial Planning

“The financial complexities of divorce may seem daunting, and we have the experience to ensure you're in good hands.”

Kimberly Surber | Leslie Valant

Divorce Financial Planning

Although going through a divorce is difficult, it doesn’t have to be devastating. Make sure that the next chapter of your life begins with a foundation for a sound financial future.

At Leeward Wealth, our Certified Divorce Financial Analysts® (CDFA®) provide clients with the tools and knowledge to ensure them that they understand the financial ramifications of ALL division of assets, liabilities, income and expenses. We also consider and focus on our client’s ability to maintain the liquidity/cash flow to afford the optimal lifestyle after their divorce is settled.

In most cases, nothing can be done to change the financial decisions listed in a divorce decree, after the fact. Therefore, helping a client understand their financial situation before, during and after the divorce can save both money and frustration in the future.

Client Centered

Take Control of Your Financial Future

Kimberly Surber and Leslie Valant at Leeward Wealth are Certified Divorce Financial Analyst's™ who provides step-by-step guidance on matters related to divorce. With a wide range of experience and expertise related to divorce financial issues, Kim and Leslie will simplify the process and provide much needed clarity in areas such as long-term tax consequences, asset and debt analysis, dividing pension plans, continued health care coverage, stock option elections, protecting support with life insurance, and much more.

CDFA™ professionals also work with attorneys to help their client make financial sense of complex settlement proposals. When you work with Kim and Leslie, they will simplify the process and provide clarity when needed most.

LEEWARD Divorce Financial Planning proudly serves clients from our offices in the Florida Keys & Key West, Fort Collins, CO, and Murrieta, CA. We also offer virtual divorce coaching, mediation and advocacy throughout the United States.  To learn more about Leeward Divorce please click on the link below.

Meet With Kim

Meet With Kim

Schedule a complimentary consultation with Kim Surber, our CDFA® in the Leeward West office.

Meet With Leslie

Meet With Leslie

Schedule a complimentary consultation with Leslie Valant, our CDFA® in the Leeward East office.