Client Support Services

Client Support Services

A CDFA™ (Certified Divorce Financial Analyst) works with clients individually or as couples, helping them to come to grips with the financial reality of their individual divorce situation. The financial scenarios provided by the CDFA™ provide the client with the knowledge to make informed decisions by:

  • Identifying the short-term and long-term effects of dividing property
  • Integrating tax issues
  • Analyzing pension and retirement plan issues
  • Determining if the client can afford the matrimonial home – and if not, what might be an affordable alternative
  • Evaluating insurance needs
  • Developing a budget
  • Setting retirement objectives
  • Measuring the level of acceptable investment risk
  • Quantifying the costs of children’s education

Note: CDFA™ services are only available to new clients, not existing financial planning clients due to potential conflicts of interest.

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