Collaborative Divorce
Collaborative divorce is a cooperative approach where both parties work with a team of professionals to reach a mutually agreed upon settlement without going to court. This process emphasizes transparency, communication, and long term solutions that support both individuals as they transition into the next stage of life.
Katy Chai, CDFA®, CPA, serves as the financial professional within collaborative divorce teams, helping both parties understand the financial aspects of their decisions. She prepares financial projections, analyzes asset division options, and ensures that financial discussions remain focused on sustainable outcomes for both individuals.
How we can help you:
- Prepare financial disclosures and asset summaries
- Analyze settlement scenarios collaboratively
- Project post divorce financial outcomes for both parties
- Provide financial clarity during team meetings
- Evaluate tax and retirement considerations
- Support balanced financial solutions for both individuals
Collaborative divorce can provide a more respectful and constructive path forward. Schedule a private consultation with Clarity Lane to learn how Katy Chai can support the collaborative process and help create financially sustainable agreements.
Bringing You Clarity & Confidence
A CDFA® professional will gather your information for analysis and then generate reports and graphs to illustrate the impact of various settlement options on your cash flow and net worth so you can make informed decisions.
CDFA® professionals often work with other professionals on your team, such as attorneys, tax accountants, pension fund administrators or financial planners, and can help reduce the overall cost of the divorce process significantly. Often, the analysis provided can be used as the basis for individual post-divorce financial planning.
While a CDFA® does not give legal advice, they may help attorneys by making sense of financial proposals or providing the tools they need to prove their cases. See www.institutedfa.com for additional information.
