Protect your finances in the divorce process.
Creating your financial path to resolution
As your Certified Divorce Financial Analyst ®, I help individuals, couples and their attorneys work through the financial implications of their separation and achieve equitable divorce settlements using knowledge of tax law, asset distribution, and short- and long-term financial planning. I can help you avoid the many financial pitfalls of divorce.
I’m dedicated to supporting both men and women as they navigate the intricate financial landscapes during significant life transitions.
Analyzing your financial situation, helping you to understand the short and long-term effects of your divorce.
As your CDFA®, I will help you understand your financial information. Creating a plan and vision for a settlement that is best for both parties.
As your CDFA®, I will guide and advise you on financial issues and complement your attorney’s capacity to help you with your case.
Mediation is a problem-solving process that give separating couples the opportunity to make decisions themselves rather than being told what they are going to do by a judge.
I can help guide you on these final steps and ensure the divorce plan we created for you is financially successful.
“My mission in life is not merely to survive but to thrive and to do so with some passion, some compassion, some humor, and some style.” -Maya Angelou
“I am not afraid of storms for I am learning how to sail my ship.” -Louisa May Alcott
Hurry, only 5 sessions available each month
4811 S. 76th St., Ste 400 Greenfield, WI 53220
Text/Office: (414) 533-5353
Hours: By Appointment
Disclosure
Jodie Lane is an Independent Wealth Advisor and a Certified Divorce Financial Analyst®; however, such registration does not imply a certain level of skill or training and no inference to the contrary should be made. The information presented is for informational purposes only, does not intend to make an offer or solicitation for the sale or purchase of any securities, and should not be considered investment advice. Jodie Lane has not taken into account the investment objectives, financial situation, or particular needs of any individual investor. There is a risk of loss from an investment in securities, including the risk of loss of principal. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will be profitable or suitable for a particular investor's financial situation or risk tolerance. Asset allocation and portfolio diversification cannot assure or guarantee better performance and cannot eliminate the risk of investment losses. Be sure to first consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed here. Past performance is not indicative of future results. Investments involve risk, including loss of principal and unless otherwise stated, are not guaranteed. The information provided reflects Jodie Lane's views as of certain time periods, such views are subject to change at any point without notice.
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Pathway Divorce Solutions provides informational articles not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. Pathway Divorce Solutions is not responsible for the consequences of any decisions or actions taken as a result of information provided in these articles and does not warrant or guarantee the accuracy or completeness of the information requested or displayed. External Links are not affiliated with Pathway Divorce Solutions.
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