Cathy Daigle, LLC

Excellence in Financial Divorce Consulting

CATHY L. DAIGLE, CFP®, CDFA™

Certified Financial PlannerTM

Financial Consultant in Divorce

SPECIALIZED KNOWLEDGE:

      • Divorce Settlement Analysis
      • Cash Flow Modeling
      • Cash Management (spending patterns, budgeting) 
      • Investments & Stock Options
      • Retirement & Pension Plans
      • Risk Management (insurance/annuities, life, disability, long-term care)
      • College Funding
      • Social Security
      • Educating on Financial Issues
      • Teamwork

 

TRAINING:

      • Mediation - facilitative, interest-based & narrative (135+ hrs)      
      • Fundamentals of Collaborative Law (1999)      
      • Collaborative DivorceSM   (1999, 2001, 2002)
      • Advanced Training - Collaborative Law (2000, 2001, 2003)
      • Calif. Family Law Refresher Courses - CFLR (2000, 2001, 2002)
      • Advanced CDP Trainings - ICDP
      • Advanced Practice Management - ICDP
      • H&R Block Income Tax Course (66 hrs)           
      • Tax Aspects of Divorce
      • Investments, Annuities and Financial Planning
      • Stock Options (support, property)
      • Pensions & QDROs
      • Employee Benefits
      • Statutes: California Family Codes
      • Tracing and Reimbursements
      • Business Interests
      • Pension Cases

 

CURRENT ORGANIZATIONAL AFFILIATIONS:

      • Collaborative Practice Silicon Valley - Treasurer (past President)
      • Collaborative Divorce - South Bay Practice Group
      • Int'l Academy for Collaborative Professionals - former Standards Committee member
      • Santa Clara County Bar Assoc. - Affiliated Lay Member, Family Law
      • Association for Divorce Financial Planners - California Chapter (co-founder)
      • Institute for Divorce Financial Analysts
      • Financial Planning Association - Silicon Valley Chapter

 

ARTICLES / PUBLICATIONS:

      • The Financial Piece - Divorce Financial Planners Assist the Family, Assist the Attorneys, Assist the Process . . .

      • Financial Specialists Prove To Be Key In Collaborative Divorce  
      • Ten Tips From the Financial Specialists
      • Partnering With Your Financial Professional
      • Engaging the Financial Professional in Collaborative Practice
      • The Neutral Financial Professional: A Unique Opportunity, a Singular Responsibility

 

TRAININGS and WORKSHOPS GIVEN:

2011:

  • IACP Int'l Forum - Sex, Lies and Money: Techniques and Strategies for Managing Broken Trust
  • Pro bono Project Silicon Valley - Family Law Settlement Project Training
  • Silicon Valley Bar Assoc (SVBA) - Taking Your Trusts & Estate Team to the Next Level

2010:

  • Association for Divorce Financial Planners - Annual Forum: Building Professionalism
  • San Mateo County Civil Attorneys - Getting Us Off the Ground With Trusts and Estates

2009:

  • Collaborative Practice Silicon Valley - Creating Common Practices: Protocols and Principles 
  • Collaborative Practice Silicon Valley - How Financial Professionals Can Work More Effectively With Other Team Members 
  • Collaborative Practice Silicon Valley - Discovery & Disclosure in Collaborative Practice
  • Collaborative Practice Silicon Valley - The Financial Specialist As a Neutral
  • Cupertino School District - Financial Planning: Getting Down to the Basics
  • FPA Roundup - New Opportunities Emerge for the Financial Professional
  • The Green Group - Financial Professionals Bring the Power of Neutrality to the Team
  • Kaiser Permanente - Collaborative Practice: The Team Approach

2008:

  • Collaborative Practice Silicon Valley - The Fully Integrated Team: Collab Divorce Cases
  • Collaborative Practice San Mateo - Engaging the Fin'l Prof'l in Collaborative Practice

2007:

  • American Psychological Assoc (APA) - Collab Practice-An Alt. To Divorce As Usual
  • Calif. State Teachers' Retirement Sys. (CALSTRS) - Planning For Your Future
  • CFP® Professionals - Study Group - Engaging the Fin'l Planner in Collab Practice
  • CFP®/CPA Professionals - Collaborative Training for Financial Professionals in Divorce
  • Collaborative Training for Financial Professionals - San Jose, CA
  • Int'l Academy of Collaborative Professionals (IACP), Statewide Conference - Creative & Durable Settlements: Engaging the Financial Neutral

2006:

  • APA-Collaborative Practice - An Alternative To Divorce as Usual
  • CA Marriage & Family Therapists - Collaborative Practice--An Alt. To Divorce as Usual
  • CALSTRS - Planning For Your Future
  • Collaborative Practice Silicon Valley (CPSV) - Fundamentals of Collab Practice
  • CPSV - Advanced Training
  • CP-Cal Statewide Conference - Applying Ethics In Your Collaborative Practice
  • IACP Annual Forum - Applying Ethics in Your Collaborative Practice
  • Financial Divorce Assoc (FDA) Teleclass-The Financial Planner's Role in Collaborative Practice
  • University of CA, Santa Cruz - CFP® Student Forum - Engaging the Financial Professional in Collaborative Practice

2005:

  • American Home Mortgage - Get Yourself Ready to Buy a Home
  • CALSTRS - Planning For Your Future
  • CPSV - Advanced Training
  • CPSV - Fundamentals of Collaborative Practice
  • Financial Planning Assoc (FPA): Silicon Valley - Divorce Isn't Easy, But It Can Avoid the Court Process
  • FPA: East Bay - CFPs Help Sort Through The Dollars & Cents in Divorce
  • FDA Teleclass - How the Financial Professional Fits Into Collaborative Practice
  • IACP Skills Institute - Neutrality and the Financial Professional
  • Rotary Clubs: San Francisco Bay Area - Collaborative Practice in Divorce; Better for Families/Better for Children

2004:

  • CALSTRS - Planning For Your Future
  • Collaborative Practice Group - An Evolving Role: The Financial Professional
  • CPSV - Basic Training
  • IACP Annual Forum - Applying Ethics in Your Collaborative Practice
  • FDA - Collaborative Training for Financial Professionals in Divorce

2003:

  • CALSTRS - Planning For Your Future
  • College for Divorce Specialists (CDS) Teleclass - Collaborative Training for Financial Professionals in Divorce
  • CDS - Financial Foundations in Divorce Instructor
  • IACP Annual Forum - Partnering With Your Financial Partner

2002:

  • CALSTRS - Planning For Your Future

2001:

  • Attorney/CPA Group - Divorce & Money
  • CALSTRS - Planning For Your Future
  • Collaborative Divorce SM Professional Inter-disciplinary Team Trainer

2000:

  • CALSTRS - Planning For Your Future
  • DivorceHelp Mediation - Divorce & Money
  • FPA Annual Finance Fair - Avoid Money Mistakes in Divorce

  • IACP Annual Forum - Financial Issues Surrounding Divorce  

1999:

  • Attorney/CPA Group - Divorce & Money

  • CALSTRS - Planning For Your Future
  • Collaborative Law Association - Divorce & Money

  • FPA - Panel Member - Divorce & Money

1998:

  • Attorney/CPA Group - Divorce & Money
  • Collaborative Alternatives - Financial Professionals Offer More

 

EDUCATION:          

      • San Jose State University                            B.S. Finance and Economics
      • College for Financial Planning                      CFP® Designation
      • Institute for Certified Divorce Planners         CDP/CDFA  Designation

 

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