Since divorce involves many financial issues, it makes sense to have a Certified Divorce Financial Analyst® (CDFA™) as part of your team. By providing expertise relating to the financial details of your divorce, we can tailor our services to help you obtain a more in-depth understanding of your financial options.
Services include (but are not limited to):
Education regarding financial matters relating to the divorce
Work with you (and your attorney or mediator) to draw up budgets that demonstrate your income and expenses, along with appropriate levels of support
Creation of personalized reports and graphs that illustrate various property division scenarios, cash flow projections, support amounts, etc.
Help address specific challenges, such as division of complex assets, loss of health, life or disability coverage, division of retirement plan benefits, etc.
Help with determining the short and long-term financial impact of proposed settlements
You will benefit by:
Having a clearer understanding of the financial considerations, so that you can make informed, educated decisions regarding issues such as:
Can I/Should I keep the house?
What are the pros and cons of exchanging certain assets (i.e., trading the pension for the retirement accounts)?
Will I be able to support myself when spousal and/or child support ends?
How should we handle the stock options, deferred compensation and other types of employer sponsored plans?
Having someone who can work with you through each step of the divorce process
Hearing an objective viewpoint in an emotional situation
Being better prepared to take charge of your financial future
Assistance for Divorce Attorneys and Mediators
Having a Certified Divorce Financial Analyst® (CDFA™) on your team of outside experts allows you to outsource the financial details that consume your time. A CDFA™ allows you to stay in control of you case, but delegate the aggravating and tedious financial details.
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