Building a Winning Divorce Team
for your Clients
Bring in an experienced financial expert to help strengthen your cases
and get smart long-term settlements for your clients.
What is sometimes missing from today’s divorce
processes is the addition of a financial expert for the
compilation and analysis of the couple’s financial
documents. It used to be that divorce was a relatively
routine transaction involving the client and their
lawyers and possibly a forensic accountant when
necessary. Now as we face more complex financial
situations, it is important to have the support of a
financial professional who can help secure the shortterm and long-term financial interests of your client.
As a Certified Divorce Financial Analyst® (CDFA™)
I forecast the short- and long-term effects of your
clients’ settlements, run the numbers and help
expose the financial truth behind each particular
situation. I can prepare the financial affidavits and
create the comprehensive financial analysis and
projections that you and your client will need to fully
understand the short and long-term financial and
tax implications of the proposed settlement offers
thus better enabling you as the divorce attorney
to substantiate and justify your position when
negotiating with the opposing attorney or in court.
With me on your team, clients can get a clearer view
of their financial future and you get the financial
analysis support for your settlement requests.
STRENGTHEN YOUR TEAM
As the financial expert on your team, I work hand-in-hand with you, taking care of critical financial tasks.
This leaves you free to focus on the important work you need to do for your client. Through my career and
training I’ve developed skills specialized for the divorce process, and as a CDFA I can:
Complete the
detailed financial
work for you, making
case preparation and
settlement much
easier
Provide in-depth
analysis of the
short- and long-term
financial effects of
each proposed
settlement
Serve as an expert
witness for cases that
go to court
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What Brandy Wright
Brings to the Game
•Assists with ramping up new cases by dissecting tax returns
and account statements.
•Provides litigation support and case exhibits.
•Uncovers the details of relevant investments, pensions,
real estate and taxes, and helps maximize financial
opportunities provided by the law.
•Forecasts the effects of any proposed settlement, providing
a yearly picture (and bottom-line number) of the effect on
each party’s net worth and cash flow. These are details a
judge likes to see.
•Helps clients understand the short- and long-term financial
impact of different settlement proposals.
•Provides both tax and long-term financial planning
knowledge, resulting in a personal financial analysis for
your client.
•Contracts directly with you to retain attorney client privilege.
My specialty is forecasting out an equitable settlement over the
lifetime of the divorcing spouse. By focusing on the financial
details and serving as a key member of your legal team, I help
your clients secure the financial future they deserve.
Information presented herein is subject to change without notice, and may not be
suitable for everyone. There is no guarantee that the views and opinions expressed
herein will come to pass. The CDFA™ certification is a divorce planning credential
awarded by the Institute for Divorce Financial Analysts™ to individuals who meet its
education and examination requirements. For more information about Cambridge
Wealth Counsel, including fees and services, please send for our disclosure
statement as set forth on Form ADV using the contact information herein.
Add Brandy To Your Team
Let’s discuss how I can strengthen your team and
add value to your upcoming divorce cases. To start a
conversation, please call me at 770-506-7377
or email me at [email protected].
Experience Matters
Brandy Wright, CDFA, CFP®, MBA
Wealth Manager at Cambridge
Wealth Counsel
•More than 18 years experience as a financial
professional working for The Ayco Company,
L.P., a Goldman Sachs Company, A.G.
Edwards & Sons, Inc., and SunTrust Bank
•Expert at delivering family office services
and comprehensive financial counseling
to executives, owners of privately held
businesses, and affluent families.
•Provides guidance and expertise in the
optimal utilization and integration of
company benefit and compensation plans,
estate planning, investment planning,
tax preparation and planning, insurance
coverage, and cash flow/retirement planning.
•At Cambridge Wealth Counsel, we set
ourselves apart by offering trusted advice,
a clear process and a complete plan for
the future. With our comprehensive wealth
management, clients can rest easy knowing
we will be focused on their best interests,
giving peace of mind and the clarity needed
to prosper.
linkedin.com/in/brandykwrightcdfacfp
www.cambridgewealthcounsel.com