Paths Through Divorce (3/7): Survivor-Style Divorce

Paths Through Divorce: Survivor-Style Divorce Financial Guidance

Kathy Costas compares divorce to the TV show Survivor: sudden disorientation, shifting rules and alliances, and difficulty knowing whom to trust, but with higher stakes because the opponent knows your weaknesses and the “prize” is your financial future and time with your children. As a financial advisor and Certified Divorce Financial Analyst (CDFA), she positions herself as a dedicated guide and advocate who educates clients, explains what happens in court, anticipates next steps, and focuses on the financial side of divorce. Working alongside attorneys, she helps build strategies and settlement proposals, evaluates assets with tax implications, and performs cashflow analysis to show what clients will have monthly and how assets may perform over time. She also helps address post-divorce financial tasks like account division, refinancing, insurance, and updating trusts and estate plans.

00:00 Divorce as Survivor

00:44 High Stakes Opponent

01:23 Meet the CDFA Guide

01:39 Why You Need a CDFA

02:04 Financial Strategy Team

02:28 Cashflow and Future Value

02:56 Beyond Lawyers and Accountants

03:27 Post Divorce Loose Ends

03:51 Getting Through It

EP WEALTH ADVISORS:

EP Wealth Advisors, LLC ("EP Wealth") is a leading independent registered investment adviser ("RIA") on a mission to provide clients with honest and objective advice through personalized financial planning, customized investment portfolios, and integrated tax and estate planning. Visit ⁠epwealth.com⁠ (http://epwealth.com/) to find out more.

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