What is a Certified Divorce Financial Analyst® (CDFA®)
A CDFA® professional is a financial professional skilled at analyzing data and providing guidance on the financial issues of divorce. Through the financial analysis process, a CDFA® professional can help you think through the real cost of divorce and develop a realistic picture of your financial situation as they transition to a new lifestyle.
As A CDFA®, I Can Help Provide Clarity And Confidence Throughout Divorce
As a Certified Divorce Financial Analyst (CDFA®), I provide financial guidance to individuals facing divorce, and their attorney, through all stages of the divorce process. In addition to my strong investment planning background and CRPC® designation, I’ve completed an intensive training program to become skilled in analyzing and providing knowledge regarding the financial issues of divorce.
As A Certified Divorce Financial Analyst, I Will Help You:
Identify the short-term and long-term effects of dividing property
Integrate tax issues with your client’s CPA
Analyze pension and retirement plan issues
Determine feasibility of keeping the matrimonial home— or providing recommendations on alternative housing
Evaluate and recommend risk mitigation strategies
Establish assumptions for projecting inflation and rates of return
Bring an innovative and creative approach to divorce cases
Clearly explain difficult concepts and settlement options so you understand the financial implications
I help manage financial decisions and, together, we will define their new life goals, risk tolerance and time horizon. With a deep understanding of their situation, I’ll assess their total financial picture to develop a comprehensive strategy that covers all wealth management needs.
The use of the CDFA® designation does not permit Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.