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