Women Behind the Millions

Divorce and Money Mistakes… Why You Need a CDFA on your Divorce Team with Donna Cates

April 17, 2023 Jessica Weaver & The Women's Wealth Boutique Season 1 Episode 9
Divorce and Money Mistakes… Why You Need a CDFA on your Divorce Team with Donna Cates
Women Behind the Millions
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Women Behind the Millions
Divorce and Money Mistakes… Why You Need a CDFA on your Divorce Team with Donna Cates
Apr 17, 2023 Season 1 Episode 9
Jessica Weaver & The Women's Wealth Boutique

⁠In this episode, Jess talks to Donna Cates who is one of the financial advisors here at the Women’s Wealth Boutique and is also a Certified Divorce Financial Analyst. On this episode Donna gets into what brought her to the financial advisor world and more specifically the area of being a divorce professional. They also discuss the importance of breaking down a complex process such as divorce into smaller steps to make it more manageable. She explains the various parts of her divorce shop including mediation, workshops and the other layers that make up her business.

Highlights: 

  • It's helpful to break divorce into smaller steps as it can be a complex process
  • During divorce planning, it’s important to know what’s important to you for your future when you’re deciding what to ask for
  • Having money puts you in the place to have choices and be able to make choices
  • Mediation is a great option whenever possible with divorce and puts you in a power position


Contact our guest:

https://www.moneymatterswealth.com/

Meet the women behind the millionaires, the women supporting, guiding, and celebrating women with their wealth. You’ll hear from women millionaires, how they got there, what they wish they had known, what got them to be a millionaire. The emotional side, spiritual side, and practical side of wealth. But also the women behind the scenes making it happen. Let's dive into women behind the millions.

New episodes release every other week: https://www.womenswealthboutique.com/women-behind-the-millions-podcast

Follow us on Instagram & Facebook

Show Notes

⁠In this episode, Jess talks to Donna Cates who is one of the financial advisors here at the Women’s Wealth Boutique and is also a Certified Divorce Financial Analyst. On this episode Donna gets into what brought her to the financial advisor world and more specifically the area of being a divorce professional. They also discuss the importance of breaking down a complex process such as divorce into smaller steps to make it more manageable. She explains the various parts of her divorce shop including mediation, workshops and the other layers that make up her business.

Highlights: 

  • It's helpful to break divorce into smaller steps as it can be a complex process
  • During divorce planning, it’s important to know what’s important to you for your future when you’re deciding what to ask for
  • Having money puts you in the place to have choices and be able to make choices
  • Mediation is a great option whenever possible with divorce and puts you in a power position


Contact our guest:

https://www.moneymatterswealth.com/

Meet the women behind the millionaires, the women supporting, guiding, and celebrating women with their wealth. You’ll hear from women millionaires, how they got there, what they wish they had known, what got them to be a millionaire. The emotional side, spiritual side, and practical side of wealth. But also the women behind the scenes making it happen. Let's dive into women behind the millions.

New episodes release every other week: https://www.womenswealthboutique.com/women-behind-the-millions-podcast

Follow us on Instagram & Facebook