Certified Divorce Financial Analyst™ and Certified Financial Planner™ Vickie Adams provides strategic guidance tailored to your individual issues and lifestyle.
Your divorce could possibly be the single largest financial transaction you will ever make…
A strong advocate can guide you smoothly through the process.
DIVORCE FINANCIAL ANALYSIS
Vickie specializes in helping clients understand the financial implications of divorce, make smart divorce settlement decisions, and develop workable financial scenarios for life after divorce. She provides litigation support as a qualified expert for divorce-related financial issues.
MEDIATION COACHING
Vickie Adams offers divorce planning for clients to help them understand the impact of the financial decisions they make during the divorce settlement process. Analysis of present spending, earning, assets, and more are combined with advanced software that will show you exactly how the decisions you make today will affect your lifestyle for years to come.
WEALTH MANAGEMENT
Preserve your wealth and manage your assets post-divorce. Vickie is a Certified Financial Planner™ with a specialization in tax issues. Get objective advice within a framework of financial analysis and wealth management.
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Roadmap to Clarity
If you don’t know what your priorities are, you won’t know what to ask for in your divorce settlement.
How to get started:
Schedule a Consultation
Schedule your complimentary no-strings-attached consultation with Vickie to get started. Your consultation is a 100% confidential, private meeting where Vicky will assess your situation.
Meet With Vickie
Your complimentary consultation with Vickie includes a personalized strategy session. During your private session, you will have the opportunity to tell Vickie about your financial objectives, your current situation, and what your ideal outcome looks like.
Get Your Personalized Strategy
Vickie will prepare a strategy that is unique to you and your needs. You will get first-class personalized guidance on what your next best steps are towards a successful financial outcome.
Vickie brings over two decades of experience as a Certified Financial Planner™ to her practice as a Certified Divorce Financial Analyst™. She is passionate about easing this significant life transition for you. She brings insight, unparalleled expertise, and clarity to the process of making important financial decisions shaping your future economic life. She is here to listen, to answer your questions, and to offer you unsurpassed expertise and integrity. Learn more
You deserve expert guidance during this time of transition.
With over 20 years of experience navigating the complicated arena of property financial divorce planning, divorce financial analysis, and financial mediation.
When working with Vickie, you will understand everything that is happening with your money, investments, and your future.
Frequently Asked Questions:
Can you handle the complexity of my situation?
Each client gets a personalized strategy session to discuss and assess each client’s unique needs. There are no cookie-cutter solutions.
Vickie specializes in working with high net worth individuals with complex financial needs and has successfully guided hundreds of clients through life’s major transitions.
Using the power of her expertise combined with advanced software, you will have the peace of mind to know how the financial decisions you make today will affect your lifestyle for years to come.
Will hiring a Certified Divorce Financial Analyst™ save money on legal fees?
Money is often a large issue in most marriages and becomes even more so during the process of divorce.
Divorce is a cash hungry experience. It can mean a significant financial transition for you, making it a time of uncertainty and unease.
With expert guidance, you can make educated decisions regarding your divorce settlement so that you can avoid a negative financial tipping point that could have long-lasting repercussions.
While it is best to seek guidance prior to filing for divorce, hiring a Certified Divorce Financial Analyst™ adds value at any step throughout the entire legal process. Whether you are considering filing for divorce or are in the midst of a difficult divorce settlement, Vickie can provide educated objective divorce financial analysis and advice that often results in saving money in legal fees.
What is Financial Mediation?
Financial Mediation provides you with the two things you may need most in order to reach an agreement with your spouse regarding your divorce settlement: clarity and insight.
Financial mediation will not only give you clarity and insight on the issues you are facing now but also the issues you will face in the future as a result of your agreement at this critical time in your life. When you are negotiating the division of property and assets, it only makes sense that you have 100% understanding when it comes to current values as well as future values of your investments, properties, and assets.
Since this settlement will shape the rest of your financial life, Vickie offers financial mediation to divorcing couples that desire to achieve smooth solutions through discussion and compromise. Financial mediation is an opportunity to communicate and reconcile conflicting perspectives on financial issues, reaching optimal outcomes for all as well as reducing legal fees.
What about financial security after my divorce?
Vickie knows that divorce can be the catalyst for reassessing life goals.
Post-divorce, your financial security is our primary concern. Vickie Adams will help you identify your goals and align your assets to complement your preferences, life events, and interests.
As a Five Star Professional Wealth Manager operating within a boutique Wealth Management setting, her firm provides first-class service supported by research and education that far exceeds industry standards.
She follows a disciplined approach to Wealth Management that outlines 9 critical issues that clients are likely to face at some point in their lives. This framework allows her to focus on your vision for your financial future, in addition to the immediate needs at hand.
Vickie’s belief in frequent on-going client communication allows her to anticipate which of those key issues will be in the fore-front while focusing on a client’s complete financial picture. This approach affords her clients the freedom to live their lives in the way they desire, while she manages the details.
Each client is unique. Therefore every plan is specifically crafted to support your preferences and comfort level.
Do you work directly with attorneys?
Vickie works hand-in-hand with top divorce attorneys to help facilitate a smooth process from start to finish.
As a Certified Divorce Financial Analyst™, Vickie delivers a proven ability to help clarify financial concepts and keep clients confident and composed during the difficult divorce settlement process.
She helps your clients focus on the big picture and comprehend an integrated financial strategy. This makes your work sessions and settlement discussions more productive. Vickie’s best asset is educating clients on the financial realities of each divorce situation as well as management of the client’s expectations. She handles the monotonous and distracting financial details, allowing you to focus on your client’s case. Her detailed and precise reports help eliminate potentially costly financial errors.
Vickie is an objective and experienced Certified Divorce Financial Analyst™ whose only aim is to protect and uphold your clients’ monetary interests. She is an expert in divorce and financial analysis, with a detailed understanding of both Colorado and California’s divorce laws. Her financial expertise in tax law, divorce, and planning supplement your legal efforts in obtaining the best settlements possible for your clients.
Do you work with couples for mediation?
Vickie is happy to work with both parties to come to an amicable agreement.
As a Certified Divorce Financial Analyst™, Vickie is experienced in assisting clients with difficult decisions and complex situations. With over 20 years of experience, she brings her knowledge and expertise to every case and offers personalized solutions based on your unique needs.
Strategic Guidance
Tailored to your individual issues & lifestyle
Mediation Coaching
Mediation coaching helps you get clarity on your future needs, understand your financial situation, and successfully advocate for yourself during divorce mediation. With over 20 years of experience as a Certified Financial Planner™ and a Certified Divorce Financial Analyst™, VIckie Adams will guide you on how to complete the required financial documents, assess child or spousal support needs, and prepare for the decisions that will impact your financial future.
Division of Property
Vickie Adams is an expert on the financial implications of divorce. She is here to work with you and your attorney on your best options for the division of your property as well as the potential for your assets post-divorce.
Tax Implications
Deciding on your tax agreements pre-divorce is an important aspect of your divorce agreement, especially if you are the higher-earning spouse. Vickie will work with you to manage your 401(k), Roth IRA, and other investments. It is important to consider your unique situation both pre-tax and after-tax.
Child & Spousal Support
California and Colorado have recently changed how Spousal Support and Child Support are calculated. The way these agreements are handled will have a long-lasting impact on your financial future. By working with Vickie Adams, you will understand how these decisions will affect you and your long-term goals, helping you achieve the financial success you desire after your divorce is finalized.
Financial Mediation
Financial mediation establishes a foundation on which future communication between you and your former spouse may occur. Vickie Adams is your trusted ally who provides the financial expertise that attorneys do not have when navigating these critical issues.
Strategy
After careful analysis of your financial situation, Vickie Adams will help you prioritize and strategize your future financial decisions. Once you are clear on what your priorities are, what your rights are, and what compromises you are willing to make, you will have a clear path to your financial and legal goals.
With over 20 years of experience as a Certified Financial Planner™ and a Certified Divorce Financial Analyst™, VIckie Adams will guide you and prepare for the decisions that will impact your financial future.
From the Blog :
How to Avoid Being Unhappy With Your Divorce Settlement
In my years as a financial planner, I noticed distressing trends within my client base. Those who had been through the divorce process either did not understand their financial settlement or were unhappy with the outcome. Many were wiped out financially.
Read More >>
The Importance of Estate Planning During Divorce
At least once a year, I invite clients in to conduct portfolio and beneficiary reviews on all important documents. It’s a rare year where I don’t find at least one policy or investment where an ex-spouse is still named as the beneficiary of the policy proceeds.
Read More >>
How Much Do You Know About Your Marital Finances?
What if your spouse came home and announced he/she wanted a divorce? What would you do? Where would you start? If you were faced with this situation, would you really understand, or be able to accurately convey, your complete financial picture?
Read More >>
Schedule a Consultation
Schedule your complimentary no-strings-attached consultation with Vickie to get started. Your consultation is a 100% confidential, private meeting where Vicky will assess your situation.
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CONTACT:
600 17th Street, Suite 2800-South
Denver, CO 80202-5428
Phone: 310-514-0240
Email: Vickie@PlanVickie.com