Cale Olbert, CFP®, CDFA

CERTIFIED FINANCIAL PLANNER® and a Certified Divorce Financial Analyst®

How I Help

During the Divorce Process:

  • Evaluate a Settlement Offer
  • Develop a Budget
     
  • Analyze Pension and Retirement Plans
     
  • Review Tax Consequences
     
  • Make Recommendation on the Marital Home

After Divorce is Finalized:

  • Comprehensive Financial Plan
     
  • Investment Management
     
  • Insurance Needs Evaluation
     
  • Ongoing Assistance

I Need Help With...

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