CDFA Case Studies: You Can Lead a Horse to Water

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In this article we review the case study of Wren and Donald who have been married for 12 years and have two children. Wren is currently looking for a full-time job and anticipates that she will make approximately $50,000 per year starting out. Donald is an executive and has a base salary of $225,000 plus bonus potential as well as stock options. The couple has cash and investments of approximately $450,000. This includes a $100,000 signing bonus/forgivable loan. They have retirement assets of approximately $200,000. The marital home has approximately $600,000 in equity and a mortgage balance of $350,000. The couple has approximately $20,000 in debt.

Wendy Hayes

CDFA®

After 20 years in corporate finance and achieving the Chief Financial Officer (CFO) position, Wendy became a CDFA® professional and founded Mitchell Hayes. The corporate environment prepared Wendy to exercise her talent for analyzing complex situations and developing creative financial solutions that her clients utilize to move forward after divorce. 

For more information, visit www.mitchellhayes.net.

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