Navigating the Future on Your Own is Challenging
Divorce is difficult. As you navigate the road forward, we’re here to help. If you’re considering divorce, in the middle of the proceedings, or you’ve begun rebuilding your life, having a firm grasp of your financial situation is important.
Thinking about finances and all that needs to be done can quickly become overwhelming.
We Can Help
When you take control of your finances, you’re taking back control of your life.
We’ll partner together with your attorney to understand the divorce settlement and strategically position your assets. Together, We’ll assess the impact on your assets, budget, and retirement scenarios.
David Bodnar, CFP, CLU, ChFC
Meet David Bodnar, CFP, CLU, ChFC
David Bodnar heads up our efforts in planning the financial futures of our clients who are going through a divorce.
A true Cincinnatian, David grew up in Mariemont and has lived in the area his entire life. As a result, David has built an extensive network including a longstanding relationship with divorce attorneys at Cors & Bassett.
With this network, David helps clients manage separation of assets according to the divorce decree.
Divorce can leave you feeling quite alone. David considers it a privilege to act as a rock for our clients during this time and does his utmost to instill the confidence in the future this is necessary to tackle any financial challenges that arise. Providing a service as such a critical time is not only a special interest for David, but a calling.
Put David’s experience to work for you. Set up an appointment to talk with him about your current financial situation and future goals. He looks forward to talking with you.
david@kellettschaffner.com
Next Steps: A Conversation
Our licensed financial planners and tax professionals will walk through a financial plan built from scratch just for you. We strive to build a plan that’s simple and easy to understand. This plan will be tailored specifically to your current snapshot and your goals. This way we can talk about your unique situation and provide equally unique strategies for you to consider.