Miamisburg-based Beyond Wealth Advisors helps clients avoid some of the financial pitfalls of a divorce

By Lauren Runyon, CDFA, APMA

Equal and equitable are not the same. Sometimes it’s hard to see that while going through the process of a separation and you don’t realize it until you’re hit with an unexpected tax consequence down the road or you realize you were granted assets during the split that don’t grow at an equal rate to the assets your ex-spouse was granted. These situations occur all too frequently, and my job is to help you avoid them.

As a Certified Divorce Financial Analyst (CDFA®) at Beyond Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC, I take a snapshot of your entire financial picture and use that information to forecast your finances long term. This allows me to come up with an equitable division of assets for a couple going through separation. Divorce planning analysis is also far less expensive than the total cost that a lawyer would charge for the same service after their hourly rate gets tallied, and you will gain a much broader understanding of the financial portion of your separation. If you or someone you know would benefit from working with a CDFA, please reach out to me.

Beyond Wealth Advisors’ Miamisburg office is located at 2835 Miami Village Drive, Suite 101. The office can be reached at 937-312-8172 or ameripriseadvisors.com/team/beyond-wealth-advisors/.