Sunstone Advisory Service LLC
Divorce Financial Analysis
Empowerment through Financial Education and Awareness
​
Services
Provided by
Susan M. McFadden
MBA, CRPC®, CDFA™
DIVORCE FINANCIAL PLANNING
Sue provides expert financial guidance for clients going through a divorce.
She helps develop budgets and models the financial impact of proposed settlements, including analyzing the division of assets, projecting post-divorce income and expenses, and modeling future net worth.
Trust Sue to help you navigate the financial complexities of divorce with confidence.
FINANCIAL CONSULTANT
Sue is your go-to financial consultant for project-based analysis and advice. She takes the time to listen to your goals, values, and concerns and provides targeted questions to help you articulate them.
With Sue's guidance, you can confidently make complex financial decisions in a non-threatening environment.
Contact Sue today and take the first step towards achieving your financial goals.
Why hire a CDFA?
Benefits of using a Certified Divorce Financial Analyst
From reviewing your budget to projecting post-divorce household income needs, a CDFA can provide valuable financial guidance.
We can also help you understand the taxation of assets being divided and provide a reality check on the choices you're making.
Additionally, a CDFA can be a part of your larger divorce team, helping you navigate the different processes and understand the equity of proposed settlements.
​
We can review the disposition of the marital home, and can model keeping the home, transitioning it to the spouse, refinancing, or selling altogether.
​
We can help you understand the difference between an IRA, a 401K, a Roth IRA, a pension or an annuity, and what are taxable assets versus tax deferred assets versus tax-free? This is an important consideration when dividing accounts.
​
We can review your social security statement and discuss the benefits and risks of claiming on your spouse’s benefit or taking your own, claiming early, or waiting until Full Retirement Age.
​
We can help you with tracking the items settling post-divorce.
Financial Education and Awareness
Empowering Women
Our financial consulting services are tailored toward busy women who are often the head of household, juggling family, scheduling appoints, planning birthday parties and social events, while also working long hours.
Don't feel guilty for not starting earlier or not yet understanding the decisions before you.
​
Sue provides education and information in a non-threatening environment to empower clients to make the best decisions possible.
Sue's empathetic approach and personal touch helps clients navigate through life's uncertainties, helping you make a plan to move forward with confidence.
Our firm does not manage assets or sell products which allows us to provide unbiased advice tailored to your needs.
This service does not replace the need for long term financial planning.
-
Sunstone Advisory Service, LLC, Owner, 2024
-
Ameriprise Financial Services, Inc, 2008-2023
-
CDFA, Certified Divorce Financial Analyst, 2014
-
CRPC, Chartered Retirement Planning Counselor, 2010
-
Mediator, Multnomah County Court 2008-2011
-
University of Pittsburgh, Master of Business Administration in Finance, 1992
-
Northwestern University, Bachelor of Music Education, 1981
Schedule your complimentary 30 minute meeting
​
Email: Suemcfadden@sunstoneadvisoryservice.com
Tel: 503-893-4665
​
-
Member IDFA, Institute for Divorce Financial Analysts (institutedfa.com)
-
Member OACP, Oregon Association of Collaborative Professionals (collaborativepracticeoregon.org)
Sunstone Advisory Service
Susan M. McFadden, MBA, CDFA, CRPC, owner of Sunstone Advisory Service, LLC is dedicated to providing divorce financial analyst services and financial consulting services to her clients.
With 17 years of experience in financial industry, Sue brings a unique blend of financial, active listening, and conflict resolution skills to every conversation.
​
When she is not working, Sue enjoys backpacking around the northwest, taking week-long bike rides, and golfing with friends.
BACK TO TOP
A bit about me
Sue McFadden grew up in New Hartford, Connecticut, and attended the University of Connecticut, Northwestern University, and the University of Pittsburgh before moving west to Oregon. As a mother, she had the privilege of staying home with her children while they were young and later re-entered the workforce when her youngest was in 7th grade. Sue's experience as a coach and mediator at the Multnomah County Courthouse has given her over 300 hours of valuable mediation experience.
Sue spent 17 years at Ameriprise Financial. Her career in financial advising began as an unlicensed support person, moved to licensed support, and financial plan writing, and quickly worked her way up to becoming a fully licensed financial advisor. Her specialty is supporting women through life transitions, such as death of a spouse, divorce, and managing a windfall or inheritance. Sue is passionate about empowering women and educating them so they can make informed decisions with confidence.
​
Sue began training for marathons at the age of 50 and has completed the Portland Marathon three times, as well as several half marathons along the West Coast. At the age of 60, Sue started backpacking and has completed most of the Wonderland Trail in Mount Rainier and the Timberline Trail on Mount Hood.
​
Sue's love for adventure extends to her passion for cycling. She enjoys week-long bike rides, including Cycle Oregon, Ride Idaho, and riding through the Black Hills of South Dakota. Sue resides in Oregon with her husband, Bob, and is fortunate to be close to her grown daughters and their husbands, who live in Oregon and Washington.