3. When You Need a Certified Divorce Financial Analyst with Gabriella E. Martinelli CDFA® NCPM® CDS® episode artwork

EPISODE · Feb 13, 2024 · 34 MIN

3. When You Need a Certified Divorce Financial Analyst with Gabriella E. Martinelli CDFA® NCPM® CDS®

from Legal Lounge · host Modern Legal

The process of getting separated or divorced has a ripple effect across many aspects of your life, especially your finances. In this episode, we’re joined by Gabriella E. Martinelli, a Certified Divorce Financial Analyst®, Certified Divorce Specialist®, and Founder of Ever After Wealth®, to discuss why having a CDFA on your team can be a huge asset to secure your financial future during a divorce. Through her firm Ever After Wealth®, Gabriella E. Martinelli CDFA® NCPM® CDS® works with individuals and couples going through a divorce or considering a separation by providing them with education and counsel so they are able to achieve and preserve financial independence. Connect with Gabriella & Ever After Wealth: Website Instagram Ever After Wealth LinkedIn Gabriella’s LinkedIn Need legal help in your family law matter? Schedule a consultation with our team to make sure you and your future spouse are both legally protected should a divorce occur. Some key takeaways from this episode include: There is a conflict of interest between being both your financial advisor and your CDFA. Your CDFA should only be invested in you making the best financial decisions for your needs through the divorce process. A financial advisor can steer you in managing your accounts after your divorce. Don’t move financial assets around without your CDFA. Let them help you figure out the details, like what constitutes “half” of the assets, how individual accounts will be divided, costs that may be missed, and so much more. No two cases are the same. Even if your situation is very similar to someone else’s, a professional will identify the nuances from a financial and legal perspective to make sure your unique needs are met. The Legal Lounge podcast aims to dispel misinformation and downright bad legal information to empower anyone with questions about their family, their children, their finances, their marriage, and the law. As a team focused exclusively on family law matters, we aim to help you not only with the information you need, but also with the hope that your situation has a solution.  Modern Legal is a family law firm based in Charlotte, North Carolina. Our Modern Legal team can help you navigate the legal system when the law and your family collide. We help turn confusion into confidence, helplessness into empowerment, and frustration into action.  Connect with Modern Legal: Website Phone: 704-286-6302 Instagram LinkedIn YouTube Facebook  LEGAL DISCLAIMER: This podcast is for educational purposes only and the information should not be relied upon as legal advice or for legal purposes. 

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3. When You Need a Certified Divorce Financial Analyst with Gabriella E. Martinelli CDFA® NCPM® CDS®

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