Cathy Daigle LLC

Financial Divorce Consulting

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Cathy Daigle, CFP®, CDFA® – Curriculum Vitae

Background:

In private practice with emphasis on helping families in transition. Since late 1990s, Cathy has been instrumental in the development of the financial professional role in Collaborative Practice not only at home in the San Francisco-Monterey Bay area, yet worldwide. An interdisciplinary team approach to problem solving has expanded the neutral financial role in a way that helps facilitate the process to assist the family. Lawyers and Communications Coaches are more engaged with focus on own roles.

Areas of experience and knowledge:

  • Facilitation and Education
  • Financial Issues in Divorce
  • Divorce Settlement Analysis
  • Cash Management (spending patterns, budgeting)
  • Equity Incentives/Stock Options/RSUs & Investments
  • Retirement & Pension Plans
  • Risk Management (insurance/annuities, life, disability, long-term care)
  • College Funding
  • Social Security
  • Cash Flow Modeling and Financial Assessment
  • Teamwork

Collaborative Organizations & Honors:

  • CPSV – Collaborative Practice Silicon Valley (since 1999)
    • Board member (current, 2002-2017), past-President (‘05), past-Treasurer (2007-16)
  • CPVT – Collaborative Practice Vermont (since 2018)
  • IACP – Int’l Academy of Collaborative Professionals (since 1999)
    • Board member (2015-2017)
    • Standards Committee (2003-2006, 2017)
    • Training Advisory Committee, Chair/Co-Chair (2015-2016)
    • Active Forum workshop Presenter (2000 – present)
    • Advisory Council on Collaborative Training (2004-2005)
  • CP Cal – Collaborative Practice California (since 1995)
  • Eureka Award Honoree 2006
    • Awarded by CP Cal to those who “have made significant contributions and demonstrated an abiding dedication to establishing and sustaining Collaborative Practice in California.”

Professional Memberships:

  • CFP Board of Standards; Certified Financial Planner (since 1997)
  • Institute for Divorce Financial Analysts (IDFA) (since 1998)
  • Association for Divorce Financial Planners (ADFP), Calif. Chapter (co-founder 1998)
  • Financial Planning Association (FPA) – Silicon Valley Chapter (since 1998)
  • Santa Clara County Bar Association (1999–2015)
  • Toastmasters International – Downtown Santa Cruz Chapter (since 2014)

Articles / Publications:

  • The Financial Piece – Divorce Financial Planners Assist the Family, Assist the Attorneys, Assist the Process . . .
  • Financial Specialists Prove To Be Key In Collaborative Divorce
  • Ten Tips from the Financial Specialists
  • Partnering with Your Financial Professional
  • Engaging the Financial Professional in Collaborative Practice
  • The Neutral Financial Professional: A Unique Opportunity, a Singular Responsibility

Education:

  • San Jose State University B.S. Finance and Economics
  • CFP Board of Standards CFP® License
  • Institute for Certified Divorce Planners CDP/CDFA® Certification

Additional Training:

  • Non-Defensive Communications (PNDC)- (40 + hrs)
  • Insight Approach to Conflict (12 +hrs)
  • Mediation – facilitative, interest-based & narrative (175+ hrs)
  • Effective Facilitation Training (48 hrs)
  • Fundamentals of Collaborative Law (1999)
  • Collaborative DivorceSM (1999, 2001, 2002, 2016)
  • Collaborative Team Training for Trusts & Estates (2012, 2014, 2016)
  • Advanced Training – Collaborative Law (2000, 2001, 2003)
  • Calif. Family Law Refresher Course – CFLR (2000, 2001, 2002)
  • H&R Block Income Tax Course (66 hrs)
  • Tax Aspects of Divorce – yearly 8-hour updates
  • Investments, Annuities, Life Insurance and Financial Planning
  • Equity Incentives (support, property)
  • Pensions & QDROs, Pension cases
  • Employee Benefits
  • Statutes: California Family Codes
  • Tracing and Reimbursements
  • Business Interests

Trainings and Programs Provided:

2020:
  • CPSV Annual Retreat: Founder’s Story- What Drew me to Collaborative Practice, Challenges, Fears and Personal Shifts
2019:
  • CP Cal Conference XIV:
    • Creative Storytelling-Educating & Engaging Clients About a Collaborative Dispute Resolution Process.
    • Assessing Collaborative Suitability- Challenging Characteristics of Individuals and Couples
  • CP New England Collaborative Project – 1st Annual Event: Commitment & Creativity in the Collaborative Process
2018:
  • CPSMC Annual Retreat: Bridging the Gap, Options to Consensus
  • CPSV -Tax Cuts and Jobs Act of 2017: The Biggest Change Since the 1980s.
  • CP Cal Divorce Options Workshops
  • CP Vermont – Introduction to Divorce Options workshops
2017:
  • CP Cal Conference XII: Can’t We All Just Get Along? Professional Responsibility & Ethics within Interdisciplinary Collaborative Teams
  • CPSV Annual Retreat: Developing Team Skills Together – An Interest Based Approach
  • CP Cal Divorce Options Workshops
2016:
  • IACP webinar: Collaborative Practice and Evolving Ethical Standards
  • IACP 17th Annual Forum: Revisiting the IACP Ethical Standards
  • Collaborative Divorce Vancouver and BC Collaborative Roster Society: Increasing the Use of Financial Professionals in Collaborative Practice
  • Rotary Club Campbell: Collaborative Trusts & Estates
  • CP Cal Conference XI: Training for Trusts & Estates Options
  • CPSV – Interdisciplinary Trusts & Estates Training
  • CP Cal Divorce Options Workshops
2015:
  • IACP 16th Annual Forum: Building a Collaborative Relationship from Client/Team Strengths
  • IACP 16th Annual Forum: Ethics & Estates: Are the Sins of the Past Fatal?
  • CPSV – The First Interview!
  • CP Cal Celebration 10: Building a Collaborative Relationship from Client/Team Strengths
  • CP Cal Divorce Options Workshops
2014:
  • IACP Int’l Forum, Vancouver, BC – Real-World Ethical Predicaments in Collaborative Matters and Ethics Cafe for Advanced Practitioners
  • MCPG, Marina, CA – A Collaborative Financial Training: Expanding the Neutral Roll – Beyond the Basics
  • IACP Institute, Milan, Italy – How Money and Emotions Impact our Collaborative Work
  • Victoria, BC Practice Group Training – Next Steps: Working with the Whole Team Approach
  • CP Cal Divorce Options Workshops
2013:
  • Mosten Mediation Training, Los Angeles, CA – co-trainer, Basic Divorce Mediation (40 hrs)
  • CP Cal Divorce Options Workshops
  • Palo Alto Area Bar Assoc (PAABA) – Meet Collaborative Divorce: 2013
  • Collaborative Council of the Redwood Empire (CCRE) – Coming Through the Gate: Sharing Our Secrets – What Professionals Don’t Tell About First Contacts
2012:
  • CP Cal Divorce Options Workshops
  • MRI – Interdisciplinary Team Approach to Helping Divorcing Couples
  • CPSV – Collaborative Team Training for Trust & Estate Professionals
  • Victoria, BC Training – One Step Beyond: A Collaborative Team Training
  • IACP Teleconference – Integrating Financial Professionals into your Practice Groups
2011:
  • IACP Int’l Forum – Sex, Lies and Money: Techniques and Strategies for Managing Broken Trust
  • Pro bono Project Silicon Valley – Family Law Settlement Project Training
  • Silicon Valley Bar Assoc (SVBA) – Taking Your Trusts & Estates Team to the Next Level
2010:
  • Association for Divorce Fin’l Planners – Annual Forum NYC: Building Professionalism
  • San Mateo County Civil Attorneys – Getting Us Off the Ground with Trusts and Estates
2009:
  • Hoge-Fenton Law Firm – Collaborative Practice: An Alternative Dispute Resolution Process; No Court Intervention
  • CPSV – Creating Common Practices: Protocols and Principles
  • CPSV – How Financial Professionals Can Work More Effectively with Other Team Members
  • CPSV – Discovery & Disclosure in Collaborative Practice
  • CPSV – The Financial Specialist as a Neutral
  • CPSV – Putting Protocols in Place: The First Full Team Meeting
  • Cupertino School District – Financial Planning: Getting Down to the Basics
  • FPA Roundup – New Opportunities Emerge for the Financial Professional
  • The Green Group – Financial Professionals Bring the Power of Neutrality to the Team
  • Kaiser Permanente – Collaborative Practice: The Team Approach
2008:
  • Collaborative Practice Silicon Valley – The Fully Integrated Team: Collab Divorce Cases
  • Collaborative Practice San Mateo – Engaging the Fin’l Prof’l in Collaborative Practice
2007:
  • American Psychological Assoc (APA) – Collab Practice – An Alt. To Divorce As Usual
  • Calif. State Teachers’ Retirement Sys. (CALSTRS) – Planning For Your Future
  • CFP® Professionals’ Study Group – Engaging the Fin’l Planner in Collab Practice
  • CFP®/CPA Professionals – Collaborative Training for Financial Professionals in Divorce
  • Collaborative Training for Financial Professionals – San Jose, CA
  • Int’l Academy of Collaborative Professionals (IACP), Statewide Conference – Creative & Durable Settlements: Engaging the Financial Neutral
2006:
  • APA- Collaborative Practice – An Alternative To Divorce as Usual
  • CA Marriage & Family Therapists – Collaborative Practice – An Alt. To Divorce as Usual
  • CALSTRS – Planning For Your Future
  • Collaborative Practice Silicon Valley (CPSV) – Fundamentals of Collab Practice
  • CPSV – Advanced Training
  • CP Cal Statewide Conference – Applying Ethics In Your Collaborative Practice
  • IACP Annual Forum – Applying Ethics in Your Collaborative Practice
  • Financial Divorce Assoc (FDA) Teleclass -The Financial Planner’s Role in Collaborative Practice
  • University of CA, Santa Cruz – CFP® Student Forum – Engaging the Financial Professional in Collaborative Practice
2005:
  • American Home Mortgage – Get Yourself Ready to Buy a Home
  • CALSTRS – Planning for Your Future
  • CPSV – Advanced Training
  • CPSV – Fundamentals of Collaborative Practice
  • Financial Planning Assoc (FPA): Silicon Valley – Divorce Isn’t Easy, But It Can Avoid the Court Process
  • FPA: East Bay – CFPs Help Sort Through the Dollars & Cents in Divorce
  • FDA Teleclass – How the Financial Professional Fits into Collaborative Practice
  • IACP Skills Institute – Neutrality and the Financial Professional
  • Rotary Clubs: San Francisco Bay Area – Collaborative Practice in Divorce; Better for Families/Better for Children
2004:
  • CALSTRS – Planning for Your Future
  • Collaborative Practice Group – An Evolving Role: The Financial Professional
  • CPSV – Basic Training
  • IACP Annual Forum – Applying Ethics in Your Collaborative Practice
  • FDA – Collaborative Training for Financial Professionals in Divorce
2003:
  • CALSTRS – Planning For Your Future
  • College for Divorce Specialists (CDS) Teleclass – Collaborative Training for Financial Professionals in Divorce
  • CDS – Financial Foundations in Divorce Instructor
  • IACP Annual Forum – Partnering with Your Financial Professional
2002:
  • CALSTRS – Planning for Your Future
2001:
  • Attorney/CPA Group – Divorce & Money
  • CALSTRS – Planning for Your Future
  • Collaborative DivorceSM Professional Inter-Disciplinary Team Trainer
2000:
  • CALSTRS – Planning for Your Future
  • DivorceHelp Mediation – Divorce & Money
  • FPA Annual Finance Fair – Avoid Money Mistakes in Divorce
  • IACP Annual Forum – Financial Issues Surrounding Divorce
1999:
  • Attorney/CPA Group – Divorce & Money
  • CALSTRS – Planning for Your Future
  • Collaborative Law Association – Divorce & Money
  • FPA – Panel Member – Divorce & Money
1998:
  • Attorney/CPA Group – Divorce & Money
  • Collaborative Alternatives – Financial Professionals Offer More