When Life Changes

Move Forward Confidently.

Certified

Divorce Financial Analyst®

Certified

Retirement Counselor®

Divorce & Retirement

Coaching

We’ll Help You

Live Better. Plan Better. Be Better.

Welcome to Move Forward Capital, where we specialize in expert financial services tailored to life's transitions. As Certified Divorce Financial Analysts® (CDFA®) and Certified Retirement Counselors® (CRC®), we provide dedicated support to individuals and couples navigating divorce complexities and retirement planning.

Led by Dianne Shumway, MBA, CDFA®, CRC®, we offer extensive finance expertise and specialized guidance in divorce and retirement planning. Dianne ensures a compassionate and strategic approach in every client relationship.

At Move Forward Capital, we recognize that divorce and retirement planning require meticulous attention to financial details and long-term goals. Whether you're seeking clarity during divorce proceedings or planning your retirement roadmap, our services are designed to offer clarity, confidence, and a clear path forward.

Let us empower you to take charge of your financial future with knowledge and peace of mind!

We Empower Our Clients

Achieve Long-Term Financial Success

How Can We Help You

Area Of Practice

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Divorce Financial Planning

We specialize in Divorce Financial Planning, guiding clients through the complexities of divorce proceedings with tailored financial strategies. Our Certified Divorce Financial Analyst® (CDFA®),  Dianne Shumway assess assets, provide clarity on financial implications, and empower clients to make informed decisions aligned with their long-term goals.

Beyond divorce, we continue to support clients in managing money and finances post-divorce, offering personalized strategies to rebuild financial stability and plan for the future. With Move Forward Capital, you can confidently navigate the financial aspects of divorce and build a secure financial foundation for what lies ahead.

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Retirement Planning

With the guidance of Dianne Shumway, a Certified Retirement Counselor® (CRC®), we will craft personalized financial strategies to navigate the complexities of retirement preparation. Dianne will evaluate current financial positions, clarify retirement implications, and empower clients to make informed decisions aligned with their long-term goals.

We offer ongoing support to help clients effectively manage their finances during retirement, providing customized strategies to optimize resources and ensure financial stability for the future. With Move Forward Capital and Dianne’s expertise, you can confidently plan for retirement and build a strong financial foundation for your future years.

We Put Our Clients First

Frequently Asked Questions

Dianne Shumway, MBA, CDFA®, CRC works closely with her clients during divorce. Her expertise resides in working with clients who may see themselves at a turning point in their lives.

If you’re worried about the financial aspects of divorce and wish to understand how your assets will be divided, a CDFA® (Certified Divorce Financial Analyst) can guide you through the process. While an attorney provides legal counsel, they may not possess the specialized financial expertise a CDFA® offers.

Once we determine that we can assist you, we’ll thoroughly examine your financial situation, including your income, assets, and debts. We’ll discuss your financial goals and assess their feasibility in the division process, taking into account potential tax implications and the impact on cash flow. We’ll explore various scenarios to help you understand your options. We aim to provide you with realistic expectations for your financial life after divorce.

Upon completing the lifestyle analysis, we can assess the feasibility of your goals and explore creative ways to accommodate them.

We can serve as a neutral party, assisting both of you during mediation. Alternatively, we can act as an advocate for either party, helping to clarify the financial implications. If you’re unsure about the amount of support you might owe or receive, we can offer estimates to guide you.

There are steps you can take to prepare. Each situation is unique, and gathering information before discussing divorce with your spouse can be advantageous. Knowledge is empowering, and scheduling a consultation with us could be a pivotal step for your future.

Attorneys and mediators specialize in facilitating the legal aspect of divorces and are experts in the law. However, they don’t possess specialized financial expertise or consider your financial well-being beyond the divorce process. With only one opportunity to get your divorce settlement right, we concentrate on your financial situation, considering taxes, asset division, and cash flow consequences and ensuring a fair resolution as you move forward. Our primary aim is to furnish you with essential financial insights upfront, thereby reducing the time you spend with your attorney.

You are in the right place: fact-finding and information-gathering. You can meet us for a free consultation and we’ll guide you on your options. We partner with many divorce professionals and will help you find the right resources.

Testimonials

What Our Clients Say

Get In Touch

Call us at 310.944.1105 or fill out the form below.

Get personalized support and guidance to navigate the complexities of divorce and plan for a secure retirement, ensuring clarity, confidence, and peace of mind for our clients.

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