THE THERAPIST PARTNERSHIP:

Melissa is a dedicated therapist who had been supporting a client through a painful and messy divorce. The emotional toll was heavy, and her client was overwhelmed by fear, financial confusion, and uncertainty about the future. Melissa could guide the emotional side, but she knew her client needed clear financial structure to feel grounded and move forward.

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WHAT WE DID:

We partnered with Melissa's client to bring clarity to the financial chaos she was facing. We organized the client’s full financial picture, built simple cash flow models, and explained the long term impact of different settlement paths in plain language. This lead to Melissa being able to focus solely on helping her client's mental well being which is where she knows she can do the most good, helping the client process decisions without panic.

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RESULT:

With a clearer understanding of her finances, Melissa’s client felt more stable and less reactive. Therapy sessions became more productive, emotional spirals decreased, and the client could make decisions with confidence rather than fear. Melissa was able to support her client’s healing more effectively because the financial uncertainty was no longer overwhelming the process.

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TAKEAWAY:

When therapists and CDFAs work together, clients feel more secure, emotional work becomes more effective, and the entire divorce process becomes calmer and more manageable.