Rod Moe CPA®, CDFA™, CVA, Cr. FA, ABV

Take charge of your divorce

Many people experience a sense of paralysis as they deal with the emotions surrounding divorce. But as Roderick C. Moe, a Certified Divorce Financial Planner™ with an office in Lake Worth cautions, it’s important not to let divorce just "happen" to you. Marriage is not unlike a business relationship, he says: "Take control of your life by making a financial plan for your future," advises Moe. Adding a Certified Divorce Financial Planner™ (CDFA™) to your divorce team will help you manage the financial aspects of your divorce in a more business-like manner, so emotions will not get in the way of you receiving your fair share.

Roderick Moe can help

As a Certified Public Accountant, Moe has more than 30 years of experience in tax and accounting for businesses and individuals. He has been helping divorce attorneys and their clients who are experiencing divorce since 1992. Moe is also a CDFA™, further deepening his ability to deal with the specific financial issues related to divorce. He understands that divorce can be a confusing, emotionally overwhelming time. A patient, empathetic listener, Moe always takes the time to answer his clients’ questions and concerns in a courteous and timely manner. As he calmly and methodically demystifies the divorce process for his clients, he helps them find peace of mind through sound financial advice and planning. At the first client meeting, Moe ask basic questions about a client’s assets to gain some background information. He answers questions about how the divorce process works and goes through any concerns they may have, urging his clients at all times to keep their emotions separate from the financial side of the divorce. After this initial interview, he prepares a list of documents he needs from his clients, such as tax returns, bank and brokerage statements, check register, deeds, descriptions of assets, and income. The firm then is able to analyze all of a client’s data and prepare a detailed, credible lifestyle needs study. A Certified Forensic Accountant who has been accepted as an expert witness in Dade, Broward, Palm Beach, Martin, and St. Lucie counties, Moe also conducts business valuations when necessary to determine net worth and the legitimacy of business expenses and assets.

Services for divorce lawyers also offered

Roderick C. Moe CPA®, PA also manages document production for attorneys. Through the use of their specialized, in-house software program, the firm is able to carefully track the request and receipt of the documents, thus streamlining the process of evaluating assets in complex cases for the attorney. In partnering with attorneys, Moe and his associates can also quickly identify financial issues in a case and communicate those issues to the attorney. "We can be a very valuable resource to be used by the lawyer in bringing the case to a successful and expeditious conclusion, with a significant reduction in stress for the attorney," he explains.

Customer service you can rely on

Whether working for an attorney or directly with the client, Moe and his associates always give each divorce case the attention it deserves. Calls are returned promptly, typically on a same day basis, and no client is ever left wanting attention. "We always try to under-promise and over-deliver, not the other way around," he says. "You can count on us."

Why you need a financial expert and a forensic accountant

Regardless of net worth, everyone experiencing divorce should consider using a financial expert, advises Moe. Even the simplest divorce case with W2 workers involves life insurance, real estate, taxation, and pension issues. And regardless of the size of the marital estate, you still need to divide up your assets. Here’s another reason to consider using Roderick Moe’s services: Some attorneys may not have time to sit and talk with the client in depth about their lifestyle. When Roderick Moe has these conversations with his clients, he often gets "hints" of hidden money or assets that may not have been considered. "What if you didn’t have someone look at things and you lost the full value of your spouse’s pension, to which you were entitled?" he asks. "An investment in our services could have saved you several thousand dollars."

Look to the future instead of the past

Moe advises those going through divorce not to look for revenge but to concentrate instead on identifying and preserving the assets you currently have. Remember that when you choose to litigate, you place the future of your family in the hands of a complete stranger – the judge. "Try to put your emotions aside as much as possible. If you do so, you’ll be providing for your fair share, so you can go on with your life securely and with peace of mind," he concludes.

Roderick Moe offers a complimentary, one-hour initial consultation to readers of Divorce Magazine.
For more information, or to book an appointment, please contact:

3199 Lake Worth Road, Suite B-3
Lake Worth, FL 33461
Phone (561) 649-5109
Fax: (561) 649-5675
E-mail: Rod@Rodmoecpa.com
Web site: www.RodMoecpa.com

Roderick Moe has written the following articles:

FAQs:

• "My ex spouse always looked after the bills, taxes, and other household expenses.  I’m feeling overwhelmed – where do I start?"