Jim Lepp, CFP®, CDFA®

There are three elements to Financial health - Having a Plan, Managing your Money, and Protecting what you have! Bringing all the pieces of your financial life together is challenging. From budgeting, to planning for retirement, to managing your taxes and your insurance coverage, personal finance never means just one thing and is unique to you. Financial health is about much more than a collection of investments, policies, or a dated plan. A Certified Divorce Financial Analyst is a financial professional who has specialized skills and experience that enables the analysis of the long-term financial impact of divorce. CDFAs receive special training in divorce-related financial issues such as tax and property division. The role of the CDFA is to assist the client and his/her lawyer to understand how the financial decisions he/she makes today will impact the client’s financial future. Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Trinity Financial Planning & Cambridge are not affiliated.