MY ROLE AS A CERTIFIED DIVORCE FINANCIAL ANALYST IS TO HELP YOU

-Michelle Klisanich CFP®, CDFA™

Helping You Work With Your Attorney

As a Certified Divorce Financial Analyst (CDFA), I help you as you work with your attorney. I become a part of your team. From me, you get the financial insights and answers you need to help avoid costly mistakes on asset division, taxes, alimony and child support. I am passionate about helping women, like you, through divorce. My firm is a women-owned boutique that specializes in working with women at any stage of divorce. I am highly involved in the family law community and familiar with the divorce process from all aspects. I work with you to identiy the right professionals to support your path and to help set you up for success post-divorce. I provide tips and actionable tools to help reduce the overwhelming to-do lists and increase your knowledge. I will teach you strategies that may significantly enhance your financial picture post divorce. Whether you are new at money management or financially savvy, I will empower you and go at your pace.

Getting educated about your finances is the best gift you can give to yourself. My hope is that in working with me you will have peace of mind as you go through divorce.

I share your same story and I know how difficult this path can be for women. I am here for you as you navigate the unknowns of divorce. I want you to feel new again. I truly care about women from all walks going through challenging times. I donate 1% of my profits to charity as a way to give back to deserving women.

Show me the way

Divorce can stir up so many questions...

Can I afford the marital house? Does the proposed divorce settlement make sense for me and my new life? Are there financial or tax strategies that I am not aware of? What will my financial future look like post-divorce?

I will help you with...

Financial analysis that I conduct early on can educate you throughout the divorce process.
Gaining a clearer understanding of the financial ramifications of settlement options.
Reviewing long-term financial pitfalls related to divorce agreements.
Helping to reduce apprehension and misunderstanding about the divorce process

1. I am here for you to pave the way in your divorce and help lead you to a brighter financial future. Our relationship doesn’t end when your divorce is finalized…I will be there every step of the way, including after your divorce to help you define and meet your goals post-divorce.

As a Certified Divorce Financial Analyst (CDFA®) and CERTIFIED FINANCIAL PLANNER (CFP®) professional, I have specialized skills and experience specific to the many unique situations that may occur during a divorce. I will educate and empower you throughout your divorce and beyond.

How I help before and during your divorce...

Conduct a complete financial analysis
Educate and empower you on your financial options
Gain a clear understanding of any financial ramifications of settlement option and avoid short and long-term financial pitfalls
Educate on tax strategies—not all assets are treated equal
Ensure you are a using realistic budget in the negotiations
Create post-divorce financial projections for you
Help ensure child support/maintenance is secured
Inform you of what you need to know about your financial picture
Help reduce apprehension and misunderstanding about the divorce process
I will partner with your attorney on your financials, budget, and optimal tax strategies to help avoid negative financial ramifications

How I help after your divorce...

Help you carry out action items in your divorce decree
Facilitate post-divorce money movement, re-titling some financial assets and most importantly reviewing pros/cons of consolidating certain assets
Create your financial plan for your future based on your new budget, assets, goals and priorities

"As a Certified Divorce Financial Analyst (CDFA) , I can help work alongside you as you mediate or work with your attorney. You get the financial insights and answers you need to help avoid costly mistakes on asset division, taxes, alimony and child support"

Why Hire a Certified Divorce Financial Analyst (CDFA)?

Selecting a financial advisor is a very important life decision. You need someone you can trust, someone who will partner with you throughout every stage of life and someone with the skills and expertise to help you accomplish your goals. During a divorce it is even more important to have someone in your corner and dedicated to helping you attain a favorable outcome.

As a CDFA I have specialized skills and experience specific to the many unique situations that may occur during a divorce. Our relationship doesn’t end when your divorce is finalized…I will be there every step of the way, including after your divorce to help you define and meet your goals post-divorce.

Show me the way

Community Participation

I am honored to support a number of charitable organizations serving causes such as hunger, children with disabilities, women’s causes, and much more. Our team also volunteers to serve those less fortunate and organizes volunteer opportunities to help clients find ways to give back beyond financial contributions.

-EDUCATION-

-LEADERSHIP-

-RECOGNITION-

Education

Luther College, Business Management and Spanish Studies
Scandinavian Studies, University of Oslo, Norway
CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
CDFA® Certified Divorce Financial Analyst® Professional

Leadership

Family Law League board member and events director
Luther College Alumni Council member
Member of IDFA
Member of International Academy of Collaborative Professionals
Member of Collaborative Law Institute
Treasurer – AFCC (family law non-profit)

Recognition

- Twin Cities Finest 2017 (Minneapolis Business Magazine)
- St. Louis Park Magazine Best of ’16
- Five Star Wealth Manager
  - Five Star Wealth Managers must satisfy 10 objective eligibility and evaluation criteria. Factors taken into account include assets under management, client retention rate, regulatory and complaint review.

Michelle and her husband Michael live in Minnetonka with their daughters Anja and Mari. She enjoys traveling abroad and exploring different cultures. Her hobbies include yoga, tennis, playing piano & creating memories with her friends and family.

Ready to Get Started?

Schedule Your Complimentary Strategy Session Today

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Helping You Move Forward with the Financially Wise Divorce System includes:

1. 1. 1. 1. Reviewing your priorities in your divorce
        
        Exploring your divorce options based on your financial picture
        
        Connecting you with other resources you might need
        
        Discussing if working together would be valuable for you