Divorce Planning
What is a Certified Divorce Financial Analyst® (CDFA®)?
A CDFA® professional is a financial expert skilled in analyzing and navigating the financial complexities of divorce. Through detailed financial analysis, a CDFA® can help you understand the true cost of divorce and develop a clear picture of your financial situation as you transition to a new lifestyle.
Assess
Assess the short-term and long-term impacts of property division
Integrate
Integrate tax considerations with your CPA
Analyze
Analyze pension and retirement plan issues
Determine
Determine the feasibility of keeping the matrimonial home or explore alternative housing options
Evaluate
Evaluate and recommend risk mitigation strategies
Establish
Establish assumptions for projecting inflation and rates of return
Innovate
Bring innovative and creative solutions to divorce cases
Explain
Clearly explain complex concepts and settlement options to ensure you understand the financial implications