DFS provides full service to the community by working with either one party or with the couple.
When working with the couple, DFS maintains practice ground rules for transparency, intention and respect in this setting. Trust is usually damaged and/or broken and therefore it is important that financial meetings are a safe place to work on the issues involved.
Representation can be helpful during the process, but representation is not needed in order to work with Divorce Financial Strategists™.
With every engagement, we not only allocate the available resources, but also educate all involved. At the end of an engagement, our goal is for you to walk away empowered to approach the next stage of your life.
Alone, together, represented, or not.
DFS™ can work with you
We educate as well as allocate
Best for individuals/couples committed to resolution
We frequently partner with family law professionals. We distinguish ourselves in our ability to work effectively with the family law professional community. DFS™ founder and main CDFA®, Karen D. Sparks, has a J.D. herself and understands the terminology and process.
Additionally, DFS™ recognizes that attorneys don’t attend law school to become proficient at math and finances. So we encourage family law attorneys to work with us, so that they can focus on what they do best, representing their clients.
Work with a CDFA® that has a law degree and understands the landscape
Partner with us to avoid the math and focus solely on the law
Will also testify at trial for heavily litigated cases
The collaborative divorce process emphasizes fostering an equitable atmosphere and includes a variety of professionals in the conversation including but not limited to attorneys, divorce coaches, therapists, child specialists etc.
DFS™ has experience working as the financial neutral in multiple collaborative divorce cases. Karen’s (DFS founder and main CDFA®) professional approach to divorce finance work is naturally collaborative, so she has no problem working within the collaborative team setting.
We can work with an existing collaborative team or become a part of a new one. We recommend the collaborative divorce process for families who want a holistic, inclusive and supportive divorce experience.
Work with a natural collaborator
Obtain necessary financial grounding to have a productive conversation
Best for amicable couples who want the support of a curated team of family law professionals
Money is a very complex and versatile commodity. And thus it is no surprise that there are over 15 categories of finance professions to address money’s complexity and versatility. While every finance professional is competent and confident with money, we understand said confidence doesn’t always extend into divorce.
DFS™ frequently acts as a professional extension to a finance professional’s toolkit by taking divorce allocation completely off the table for them. Many finance professions have very strict and specific fiduciary responsibilities. DFS™ helps those professionals adhere to said guidelines by removing any potential conflicts of interest around both managing and dividing assets.
Extend your financial toolkit with a CDFA®
Partner with DFS™ to fulfill
fiduciary responsibilities
(650) 201 - 6311
4701 Patrick Henry Drive, Bldg. 16
Santa Clara, CA 95054
This firm does not provide legal or tax advice. Be sure to consult your own tax and legal advisors before taking any action that would have legal or tax consequences. This website is provided for information purposes only and is not a substitute for obtaining appropriate advice from a tax, legal or financial professional.
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