Divorce changes everything.
It's time to start planning for yourself.

 

Divorce is painful for the entire family, but does not have to be financially devastating. By planning before, during, and after the divorce with a Certified Divorce Financial Analyst™, an objective, thoughtful and equitable settlement can be achieved.

Divorce is one of the biggest transitions you will experience in your lifetime and if the financial settlement is not structured properly, trying to amend the settlement can be expensive to correct or possibly irreversible.  Make sure you get professional advice not only from a legal viewpoint but also from a financial prospective.  

 

At Bridgeworks Divorce Financial Planning, we support our clients by clarifying the financial assets and liabilities in their marriage, help them understand the pros and cons of the current situation and illustrate the effects of proposed divorce settlements will have on the present and future financial situation for themselves and their children.

Your family deserves the fairest, most intelligent financial divorce settlement possible, which may bring you and your loved ones that much closer to a brighter tomorrow.

 

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Client needed advice on filing bankruptcy due to her pending divorce.  Assisted her attorney in a settlement that gave her a fresh start and clean slate, debt free, $90,000 in cash, retained her retirement assets and provided documentation of the value of a retirement asset (pension) that her estranged husband valued at $117,000 and true value was $460,000. A huge swing in the asset transfer and she did not file bankruptcy.

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Cooperative divorcing clients with debt free property assets and retirement assets. Counsel advised that a portion of their retirement assets were not subject to valuation except for the cash of $62,000.  Valuation calculations were created and determined the value to be to be $469,000, $402,000 more.  An alternative asset transfer plan was devised as a result.

 
 

DIVORCE AND FINANCE:
Don't Leave the Finance to Chance

Published Article
EDGE MAGAZINE
by Chris Bales

>>> Learn more.

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"Here's our new retirement plan. At age 65, we'll get divorced than marry other people who planned better."

> Divorce and dividing your retirement.

 
 

The financial and emotional challenges of a divorce deserve specialized planning.

Our Financial Divorce Services

No matter where you are in the process, Bridgeworks Divorce Financial Planning can provide you with the needed know-how, financial strategy, and expertise to ensure the best possible settlement. We will prepare a comprehensive financial analysis and offer recommendations to help you divorce intelligently and live a financially intelligent life as a single adult.

 

Meet Chris Bales

I AM PASSIONATE ABOUT GUIDING PEOPLE THROUGH TOUGH FINANCIAL SITUATIONS. THE GOAL FOR ALL MY CLIENTS IS TO DEVELOP A CLEAR PATH TO FINANCIAL PEACE OF MIND.

My goal and focus of Bridgeworks Divorce Financial Planning is to provide a realistic overview of my clients’ financial situation both in the present and in the future, so that I may assist them in making financially prudent decisions in an emotionally difficult time. 

As an independent wealth advisor, CERTIFIED DIVORCE FINANCIAL ANALYST™,  and CERTIFIED FINANCIAL PLANNER®, I have a unique skill set to provide an objective analytical analysis of my client’s current situation and evaluate how a proposed and/or presented settlement will affect my client’s financial future.

By educating my clients of known objective facts from which they can make a decision on their settlement, I believe that the probability that the process of moving forward with their new life for them, their children and even their ex-spouse has a greater chance of success. Most importantly, I help clients transition successfully into their new financial reality with a comprehensive plan for financial independence that includes safety and security.

In addition to providing financial divorce advice, I provide wealth management, holistic financial planning, retirement planning, 401(k) rollovers, 401(k) plans administration, IRA's, Roth IRA's, 529 education plans, investment strategies, retirement plan consulting, retirement savings and projected income analysis.

 

I look forward to meeting you soon.
Chris Bales, CDFA™, CFP®

 

I believe that the best financial planning is based on educating my clients through the process so that they can choose what they believe is best for themselves.