Divorce  Financial Planning
Home Page
Home Page
Board Of Directors
Professional Members
Contact Us
Privacy Notice

Financial Planning
Alimony/Spousal Maintenance
Divorce & Insurance
Social Security
Collaborative Divorce
Forensic Divorce Accounting
Divorce Articles
Divorce Calculators
Divorce Handbook
Client Handbook
Divorce Dictionary
Featured Sites

Join The ADFP
Chapters
ADFP
Upcoming Events


The Association of Divorce Financial Planners (ADFP) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasbatools.com.


Divorce Financial Planners
Name:
Seth Kaplan, CFP®, CDFA™, CFFA

Description of Practice:
Seth Kaplan is a CFP® professional and a Certified Divorce Financial Analyst™. He has over 12 years of experience working in the financial industry, with a specialty in divorce financial analyst services.

Seth works with clients through the transition of divorce by educating them on financial matters and helping them determine the short and long term financial impact of proposed settlements. He is actively involved in various divorce financial specialist practice groups, including the institute for Divorce Financial Analysts™, California Divorce Planners Network, National Association of Certified Valuation Analysts, and the Sacramento Collaborative Divorce Practice Group.


ASSISTANCE FOR INDIVIDUALS
Since divorce involves many financial issues, it makes sense to have a certified Divorce Financial Analyst™ as part of your team. By providing expertise relating to the financial details of your divorce, we can tailor our services to help you obtain a more in-depth understanding of your financial options.

Services include (but are not limited to):

  • Educate you regarding financial matters relating to your divorce
  • Work with you (and your attorney or mediator) to draw up budgets that demonstrate your income and expenses, along with appropriate levels of support
  • Help with determining the short and long-term financial impact of proposed settlements
  • Create personalized reports and graphs that illustrate various property division scenarios, cash flow projections, support amounts, etc.
  • Help address specific challenges, such as loss of health, life or disability coverage and retirement plan benefits

ASSISTANCE FOR DIVORCE ATTORNEYS AND MEDIATORS
Having a Certified Divorce Financial Analyst™ (CDFA™) on your team of outside experts allows you to outsource the financial details that consume your time. A CDFA™ allows you to stay in control of your case, but delegate the aggravating and tedious financial details.

Services include (but are not limited to):

  • Lifestyle Analysis (for accurate expenses history)
  • Projected Needs Analysis (future budgeting, going forward and immediate cash flow needs)
  • Preparation of Financial Declarations (Schedule of Assets & Debts and Income & Expense Reports)
  • Tracing of financial statements to help categorize flow of funds or potential credits and reimbursements
  • Review and analysis of corporate benefits, stock options, deferred compensation and pension plans
  • Analysis of asset division proposals
  • Testimony pertaining to divorce financial analyst work


Company Name:
RW Baird

Address:
300 University Avenue, Suite 200 Sacramento, CA 95825

Phone:
916-563-2010

Fax:
916-563-2050

Website:
www.sethkaplanfinancialadvisor.com

Email:
skaplan@rwbaird.com

<< Back

CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame logo) are certification marks owned by Certified Financial Planner Board of Standards Inc. These marks are awarded to individuals who successfully complete CFP Board's initial and ongoing certification requirements.