Michele Traver, CDFA®

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Description

IOWA: Linn County, Johnson County

Michele Traver, Financial Advisor, CDFA, RICP, CLTC, LUTCF

My goal, as a Certified Divorce Financial Analyst (CDFA), is to equip and empower you with the knowledge needed for planning and decision making as you contemplate or going through your divorce.  Providing holistic, professional advice to help you know how to protect your financial interests. Gaining confidence and financial clarity before, during and after your divorce is an important step forward.

 

Often individuals don’t know what to expect as they start their journey. 

Overwhelmed with questions to ask, how to develop a plan,

 and where to start when going through this journey.

 

As an experienced financial professional, I can help you develop integrated strategies that are specific to your individual situation as you shift to a new lifestyle post-divorce. Whether you're looking for guidance on saving for retirement, protecting your family or leaving a legacy, I can help you achieve the financial clarity you need to reach your goals and needs.

 I will offer a listening ear and help navigate the overwhelming and trying aspects of divorce. Together we’ll identify solutions to meet your evolving needs and create a financial strategy driven by your values.

I will help walk you through the financial aspects of divorce:

  • Review and define goals
  • Assist you in creating your divorce team
  • Inventory assets and liabilities
  • Create budgets including children expenses
  • Explore long-term outcomes of various settlement options
  • Analyzing Tax Issues
  • Assessing pension and retirement plans
  • Fair and equitable division of assets
  • Project cash flow and assets
  • Assist with post-divorce follow up items

I will be happy to partner with you to manage your finances once the divorce is concluded

 

Michele also holds her Life, Health & Long-Term Care insurance licenses in AL, FL, IL, KS, KY, MN, MT, ND, NE, NY, OH, TN, TX, and WI

 

Disclosures:

Thrivent Financial Professionals may only conduct business with residents of the states and/or jurisdictions in which they are licensed. For licensing and practice information, see my website https://connect.thrivent.com/michele-traver/. For Thrivent privacy policy and important disclosure information, visit Thrivent Social Media Privacy Policy, Guidelines, Disclosures & Disclaimers | Thrivent. This page is not intended for communications between you and Thrivent Financial, its representatives or affiliates . Disclosures | Thrivent.

Contact Info

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Michele Traver

Posted 3 months ago

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Business Hours
Closed Now

  • Monday
    08:00 am - 05:00 pm
  • Tuesday
    08:00 am - 05:00 pm
  • Wednesday
    08:00 am - 05:00 pm
  • Thursday
    08:00 am - 05:00 pm
  • Friday
    08:00 am - 05:00 pm
  • Saturday Closed
  • Sunday Closed

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