Financial · VennBoard for ChFCs
Comprehensive planning. Specifically post-divorce.
ChFCs are trained in the comprehensive planning process — and divorce is among the most comprehensive planning events a client will ever face. VennBoard gives ChFCs a workspace that pairs the planning rigor with the divorce-matter context.
ChFC on a matter
Chartered Financial Consultant (ChFC)
- Conduct comprehensive post-divorce financial-planning intake from the matter
- Build a unified financial plan covering cash, retirement, estate, insurance…
- Coordinate insurance changes (life, disability, LTC) post-decree
- Maintain the engagement with annual reviews on the platform
- Audit log: every action timestamped & exportable
Jobs to be done
What a ChFC actually does — on VennBoard.
- Conduct comprehensive post-divorce financial-planning intake from the matter.
- Build a unified financial plan covering cash, retirement, estate, insurance, taxes.
- Coordinate insurance changes (life, disability, LTC) post-decree.
- Maintain the engagement with annual reviews on the platform.
Documents you’ll touch
The artifacts the work produces.
Each lives on the matter, with audit-graded provenance, version control, and exportable records.
Comprehensive Plans
Insurance Audits
Estate Snapshots
Annual Review Records
Tools that fit your role
What VennBoard gives a ChFC.
Comprehensive Workspace
Cash, retirement, estate, insurance, taxes.
Settlement Hand-Off
Plans built on MSA-grade facts.
Annual Review Cadence
Engagement that lasts.
Coordination Surface
CPA, attorney, insurance, all linked.
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.