Financial · VennBoard for CFP®s
The CFP toolkit, sharpened for divorce.
When CFPs serve divorcing clients, the planning stakes change overnight: cash flow, retirement, insurance, taxes, education funding — all touched at once. VennBoard gives Certified Financial Planners a divorce-aware planning workspace that integrates with the legal matter where the agreement is being built.
CFP® on a matter
Certified Financial Planner (CFP®)
- Run pre- and post-divorce cash-flow planning under both spouses’ settlement…
- Re-allocate investment, insurance, and retirement holdings to the post-decr…
- Coordinate with the divorce attorney, Divorce Financial Coach, and CPA on the financial sectio…
- Onboard the client into ongoing planning the day after the case closes
- Audit log: every action timestamped & exportable
Jobs to be done
What a CFP® actually does — on VennBoard.
- Run pre- and post-divorce cash-flow planning under both spouses’ settlement scenarios.
- Re-allocate investment, insurance, and retirement holdings to the post-decree reality.
- Coordinate with the divorce attorney, Divorce Financial Coach, and CPA on the financial sections of the MSA.
- Onboard the client into ongoing planning the day after the case closes.
Documents you’ll touch
The artifacts the work produces.
Each lives on the matter, with audit-graded provenance, version control, and exportable records.
Tools that fit your role
What VennBoard gives a CFP®.
Divorce-Aware Modeling
Plans respond to settlement scenarios.
Matter Linkage
Live with the divorce, not after the fact.
Long-Term Engagement
Pick up post-divorce, year over year.
Compliance Records
Audit-graded recordkeeping for fiduciary file.
Works alongside
The other professionals on the matter.
VennBoard is built so every role on a divorce case can collaborate on one workspace, with the right scope. Here’s who you’ll most often coordinate with.