Why Use a CDFA?

CDFAHow does a Certified Divorce Financial Analyst (CDFA™) help clients?

Divorce is a multi-step process. A Divorce Financial Planner is the best resource for informed guidance at each step in the process.

Pre-Divorce Financial Review
• compile, organize, and value assets
• analyze liabilities
• estimate immediate needs
• prepare statements of net worth
• develop realistic budgets

Long-Term Planning
• discuss and prioritize goals
• estimate career training cost and timeline
• estimate future earnings potentials
• estimate college and educational costs
• compare after-tax asset sales
• project retirement needs
• analyze insurance needs

Divorce Settlement Analysis
• review after-tax proposed settlements
• estimate maintenance needs
• analyze long-term cash flow and net worth
• compare and contrast settlement proposals
• develop alternate settlement proposals

Post-Divorce Financial Management
• oversee asset transfers
• set up budgeting and money management systems
• manage investments
• monitor results
• update plans