We are pleased to announce that Shanna Tingom of Heritage Financial Strategies, Inc. in Gilbert and Scottsdale has completed The Institute for Divorce Financial Analysts™ (IDFA™) specialized educational program in professional divorce analysis and is now a Certified Divorce Financial Analyst® (CDFA®).
Divorce isn’t a short-term event; it can impact both parties in the long-term.
As a CDFA™, I assist clients in decreasing the cost of divorce by identifying factors associated with the division of assets and work with their lawyers with data that strengthens their case.
We analyze the tax implications for division of property, analysis of pension and retirement plans, determine if a client can afford the family home, evaluate insurance needs, establish assumptions for projecting inflation and rates of return, and determination of spousal and/or child support, to name a few. Without a professional to evaluate, one or both parties can be subject to taxes and other financial implications of divorce, and may not fully understand the pros and cons of settlement options.
To support this mission, I lead a Second Saturday workshop every month in Gilbert. Second Saturday deals with the legal, financial, family and personal issues of divorce in a logical, yet compassionate way. With the guidance of trained professionals, participants gain greater understanding of the confusing divorce process. More information on Second Saturday can be found at https://www.heritagefinancialaz.com/second-saturday-divorce-workshop.
IDFA™ trains professionals – financial planners, accountants, and lawyers – to determine the financial needs and outcomes for couples after divorce.
Founded in 1993, IDFA™ currently has more than 2,000 CDFAs across the United States and Canada. The number of professionals receiving the CDFA® designation continues to grow at nearly 15% each year. The designation and this niche industry are expanding rapidly as more people across the country search for alternative divorce processes – from collaborative law to mediation – rather than litigating their case using lawyers as their only line of defense. For more information about IDFA™ or the CDFA® designation, visit www.institutedfa.com.
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Registered Representative, securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Heritage Financial Strategies are not affiliated. This communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, IL, KS, MO, NM, NV, TX, WA. No offers may be made or accepted from any resident outside the specific states referenced.
The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Heritage Financial Strategies makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third party technologies, sites, information and programs made available through this site. As of 2017, Shanna has become a Smartvestor Pro in affiliation with author and renown financial advisor, Dave Ramsey.
Gilbert, AZ
Mesa, AZ
Tempe, AZ
Chandler, AZ
Scottsdale, AZ
Phoenix, AZ
Queen Creek, AZ
East Valley
