A recent case highlights a growing trend of couples facing financial disagreements by seeking a trio of professionals: a financial planner, a marriage counselor, and a divorce attorney. This approach addresses the complex emotional, legal, and financial dimensions of marital strife.
October 5, 2025
Source:
MarketWatch
Navigating Financial and Marital Uncertainty
The statement, "I’m looking for a financial planner, marriage counselor and, possibly, a divorce attorney," reflects a critical juncture for many couples. When financial disputes lead to marital crisis, seeking a range of professional support is a proactive step toward clarity, whether the goal is reconciliation or separation.
Understanding the distinct roles of these experts is the first step.
The Role of Each Professional
Financial Planner: This professional untangles the couple's shared financial life. They assess income, expenses, assets, and debts to provide a clear, unbiased picture of the financial landscape. Their work is foundational for fair decision-making.
Marriage Counselor: A counselor addresses the emotional and relational dynamics. They work to improve communication and resolve underlying conflicts, providing a space to decide if the marriage can be repaired.
Divorce Attorney: If separation is necessary, an attorney handles the legal process. They file paperwork, negotiate settlements on asset division and custody, and ensure their client's legal rights are protected throughout the proceedings.
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Source:
MarketWatch
A Collaborative Team Approach
In complex situations involving significant assets or disagreements, these professionals often work as a team. This collaborative model ensures all facets of the marital crisis—financial, emotional, and legal—are addressed comprehensively.
This approach has become increasingly common to achieve fair and sustainable outcomes.
The Specialist: Certified Divorce Financial Analyst (CDFA®)
A Certified Divorce Financial Analyst® (CDFA®) is a financial planner with specialized training in the financial aspects of divorce. A CDFA works with the client and their attorney to understand the long-term impact of proposed divorce settlements. They can project different scenarios to help determine the most equitable division of assets, including pensions and investments.
How Collaboration Works
In a collaborative divorce, all parties, including legal and financial experts, work together from the beginning. This model promotes transparency and cooperation, aiming to craft a mutually agreeable settlement without contentious court battles. The goal is to make informed decisions that account for both immediate needs and future financial stability for everyone involved.
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Source:
MarketWatch
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