Money is complicated and it’s often among the top concerns within a separating couple. Having a professional understand the financial realities of a household and illustrate each spouse’s financial outcomes post-separation ensures each spouse lands on their feet after the divorce is settled.
My name is Ian Bloom. I am a financial life planner focused on helping relieve clients of financial stress and worry so that they can focus on the lives they want to live. I strive to combine the financial acumen of a Certified Financial Planner™ and Certified Divorce Financial Analyst® with the listening skills and visionary work of a Registered Life Planner® to help couples navigate the financial complexities of the collaborative divorce process. As someone who has been through divorce, I am aware that the divorce process is often a complex financial puzzle, but that it can result in the optimal use of the couples’ financial resources if done properly.
In my role as a financial neutral, I assist with the creation of a marital balance sheet, statement of cash flows, and establishing post-agreement budgets. Additionally, I help facilitate discussion about each individual’s financial interests and the pros and cons of different financial options relating to divorce.
As a financial neutral in a collaborative divorce setting, I work to understand the finances that exist in the household at the point of separation so that the attorneys involved can represent you best during the discussion with each other.
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