Her Divorce School Session: Divorce and the High-Net-Worth Client: Issues and Opportunities
Veralynn Morris is a Certified Divorce Financial Analyst® (CDFA®) and Financial Services Professional in Frederick, Maryland with more than 30 years of experience in the financial and investment industry.
As a CDFA, she assists the client and their attorney to understand the impact of today’s financial decisions on tomorrow’s financial future. Practice areas include spousal and child support, property and liability division, retirement and pensions, tax benefits and consequences, non-retirement assets, income and expenses, creating current and future cash flow and net-worth projections, and the long-term impact of various and alternative settlements to support and strengthen a case. As a QDRO specialist, she assists in their preparation and follows the division of the plan to its acceptance, confirmation, and transfer. She is recognized as a financial expert providing forensics and expert witness services.
As a CDFA, she assists the client and their attorney to understand the impact of today’s financial decisions on tomorrow’s financial future. Practice areas include spousal and child support, property and liability division, retirement and pensions, tax benefits and consequences, non-retirement assets, income and expenses, creating current and future cash flow and net-worth projections, and the long-term impact of various and alternative settlements to support and strengthen a case. As a QDRO specialist, she assists in their preparation and follows the division of the plan to its acceptance, confirmation, and transfer. She is recognized as a financial expert providing forensics and expert witness services.
Veralynn also offers financial planning and investment services to individuals and employers in areas of tax- and non-tax qualified pensions, profit sharing, executive compensation; focusing on plan design, investment growth, retirement projections, and their taxation. She provides investment analysis, recommendations on plan choices and options, asset allocation, focusing on growth and income.
Veralynn owns three companies related to divorce and finance – Divorce Financial Solutions, Maryland QDRO, and Potomac Financial – enabling her to provide a suite of services to her divorcing clients.