Graham Craig CDFA®


Robert W. Baird

227 West Monroe
Ste 2300
Chicago IL 60606
Get directions
312-578-2678

Certified Divorce Financial Analyst Services


As a CDFA®, Graham Craig examines the financial issues of your divorce and provides you and your attorney with thoughtful data to support your case. Some of the work that we do includes:


Pre-Settlement


As a CDFA®, Graham Craig can:



  • Help determine how much money you’ll need to live on

  • Offer analysis and insight of the short and long term financial impact of proposed settlement scenarios.

  • Evaluate assets (retirement plans, pensions, stocks, bonds, mutual funds, real estate etc.) and debts that are to be divided.

  • Provide before and after tax analysis of different settlement offers and the tax liabilities that are associated with them.

  • Help better understand how to evaluate and factor a pension into the divorce settlement.

  • Work with you and your attorney to draw up budgets that demonstrate appropriate monetary support levels. 

  • Create personalized reports, spreadsheets and graphs that illustrate the financial status, cash flow and graphic net worth of both parties


Post-Settlement


As a CDFA®, Graham Craig can:



  • Help forecast the long-term financial effects of the settlement

  • Help you to manage the financial settlement, including how to most appropriately invest for yourself and your children and how to prioritize to help meet both short term and long-term needs

  • Help deal with challenges like the loss of health, life or disability insurance coverage or the loss of retirement-plan benefits

  • Help you with your financial planning and wealth management needs, such as:


Budgeting, cash flow and credit management


Risk management / Insurance and Estate planning


Education planning/ Retirement planning


 


We will help you understand the financial issues of...


Separate vs. community property


Valuing and dividing property


Retirement accounts and pension plans


Splitting the house


Spousal support and child support


Tax problems and solutions


 


And you will benefit by...


Understanding the financial feasibility of your settlement


Hearing an objective viewpoint in an emotional situation


Getting customized professional advice about your financial needs


 


Graham Craig, Financial Advisor


Certified Divorce Financial Analyst™


gbcraig@rwbaird.com


Phone: 312-578-2678


Fax: 312-332-1920


 


Graham Craig is a financial advisor and Certified Divorce Financial Analyst®. He is a seasoned


professional and is recognized for his focus on guiding clients through the financial transition of divorce.


Graham helps his clients by educating them on financial matters and increasing the chances of arriving at


a settlement that can fully address their short and long-term financial needs. To this end, he commonly


takes a team-oriented approach, working with his clients’ CPAs, attorneys and other trusted advisors.


Graham is actively involved in various divorce financial specialist practice groups, including the


Institute for Divorce Financial Analysts.


 


 


“Specialized financial advisory services for affluent individuals who experience complex financial issues during divorce.”


Robert W. Baird & Co. Member NYSE & SIPC.


Robert W. Baird & Co. does not provide tax or legal services.