Divorce Settlement Financial Planning
St. George, UT
Your Financial Partner for Smarter Settlements and Successful Outcomes
Support Your Legal Strategy with Clear Financial Guidance
As a divorce attorney in St. George, your clients rely on your legal expertise to navigate one of the most difficult transitions of their lives. But when the financial picture is complex, having a dedicated divorce financial planning expert on your team can make all the difference.
Kevin Rorie, CFP®, CDFA®, offers specialized divorce financial planning for women in their 50s and 60s in St. George, UT. He partners with attorneys like you to provide more than just legal protection—helping ensure your clients are financially prepared for the next chapter of their lives.
Divorce Settlements Are Financially Complex
Even the most amicable divorces involve decisions that can have lasting financial consequences. At Voyager Wealth Advisors, we work alongside attorneys to simplify that complexity—bringing clarity, strategy, and long-term perspective to the settlement process.
We Help Navigate Critical Financial Areas:
Asset Valuations
Understanding the value of complex financial assets is essential for an equitable division. Partnering with a CDFA® allows you to negotiate from a position of strength.
Tax Planning & Cash Flow Forecasting
A settlement that looks fair on paper may not work in real life. A CDFA® models post-divorce budgets, tax implications, and long-term cash flow—helping clients make informed, sustainable choices.
Real Estate Division
From the family home to investment properties, real estate decisions carry both emotional and financial weight. A CDFA® provides objective analysis on affordability, equity, and long-term sustainability.
Stock Compensation & Retirement Assets
Stock options, RSUs, and retirement accounts are often misunderstood or undervalued. A CDFA® ensures these complex assets are evaluated correctly and divided fairly.
The Voyager Difference
Clear Financial Analysis
Voyager Wealth Advisors provides detailed projections to help illustrate the long-term impact of settlement options—including taxes, cash flow, retirement, and lifestyle needs.
Organized Financial Data
By helping your client identify, document, and organize financial information, we reduce delays and free up your team to focus on legal strategy.
Informed Negotiation Support
With data-driven insights, we support attorneys in building fair, practical settlements—minimizing guesswork and helping clients make informed choices.
Trusted Client Resource
Clients often turn to us with financial questions throughout the process, allowing you to stay focused on legal matters while we provide clarity and reassurance.
Seamless Team Collaboration
Voyager Wealth Advisors works flexibly with your team—whether behind the scenes or in direct communication with the client—to ensure a smooth, aligned process.
Post-Divorce Transition Guidance
After the divorce is finalized, we help clients build a stable financial future through personalized guidance on budgeting, investing, and long-term planning.
Here’s How to Get Started:
1
Schedule a Discovery Call
Let’s talk about how we can work together to support your clients. We’ll explore how our CDFA® services complement your legal work, and how a long-term partnership can help promote better financial outcomes—both during and after the divorce process.
2
Align on a Collaborative Process
Together, we’ll build a seamless workflow that ensures each client receives clear, strategic financial insight—enhancing your legal expertise and supporting long-term stability and success for the client.
3
Deliver the Best Outcome for Your Client
With an integrated legal and financial team, your clients are equipped to make informed decisions and secure the best possible financial foundation for their future.
Frequently Asked Questions
What is a CDFA® and why does it matter in divorce cases?
A Certified Divorce Financial Analyst® is a financial professional trained to analyze the long-term impact of divorce-related financial decisions. Our CDFA® helps clients understand the true cost of asset division, tax implications, and future financial needs—critical details that support better-informed legal outcomes.
How can working with a CDFA® benefit my clients?
We provide clarity on complex financial issues such as property division, alimony, pensions, and retirement accounts. Our CDFA® helps clients feel more confident and less overwhelmed during the process—and helps you, as their attorney, focus on the legal strategy while we handle the financial modeling.
Do we work directly with attorneys or only with clients?
Both. We’re collaborative by design. Whether you want us to serve as a behind-the-scenes financial resource or engage directly with your client, we adapt to your preferred approach while keeping communication clear and professional.
What is a Gray Divorce?
A gray divorce refers to the separation or divorce of couples typically over the age of 50. These later-in-life splits often involve unique financial complexities, such as dividing retirement accounts, navigating Social Security benefits, and planning for long-term care. Because there’s often more at stake—both emotionally and financially—working with a financial advisor during a gray divorce can help you make informed decisions and protect your future stability.
Can a CDFA® serve as an expert witness in court or during mediation?
Yes. Our CDFA® can provide documentation and analysis for court or mediation settings, including expert reports and testimony when needed. We bring a calm, data-backed perspective to help clarify financial complexities for all parties involved.
What financial challenges do female clients typically face during divorce—and how can a CDFA® help?
Many female clients enter the divorce process feeling overwhelmed, with limited experience managing finances and a strong desire to move on quickly—sometimes at the expense of long-term security. They may misunderstand the true value of assets or lack a clear plan for life after the settlement. A CDFA® helps fill this gap by offering clarity, education, and long-term financial guidance, allowing you to focus on the legal strategy while your client makes informed, confident decisions.
At what stage in the divorce process should we involve your CDFA®?
Ideally, as early as possible. Involving us early allows for better data gathering, clearer financial strategy, and fewer surprises later. That said, we can step in at any point—from initial consultation through post-divorce planning.
Do you provide post-divorce financial planning services?
Absolutely. Many clients need support after the divorce is finalized. We help them transition to a new financial life, update investment and retirement strategies, plan for taxes, and create long-term financial security.
How do your services integrate with what I’m already doing for my client?
We do not give legal advice – we complement yours. We view our role as an extension of your practice, allowing you to offer sophisticated financial analysis and improve client outcomes.
Are your services available for both parties or just one?
Typically, we work with one party to avoid conflicts of interest, but we can also serve as a neutral financial professional when both sides agree to engage us in that role.
How do you charge for your services?
Our Divorce Financial Planning offering is priced at a flat fee of $2,000. This model ensures predictable costs for the client, regardless of how long their divorce takes to finalize.
What is the process to get started?
The first step is to set up a discovery call so we can talk about how we can work together to support your clients. We’ll explore how our CDFA® services complement your legal work, and how a long-term partnership can help promote better financial outcomes for your clients—both during and after the divorce process.
