A CDFA™ EXAMINES THE FINANCIAL ISSUES OF DIVORCE:
- PERSONAL VS MARITAL PROPERTY
- VALUING AND DIVIDING PROPERTY
- RETIREMENT AND PENSIONS
- ALIMONY AND CHILD SUPPORT
- DIVIDING THE HOUSE
- TAX PROBLEMS
- VALUING A SMALL BUSINESS FOR PROFESSIONAL PRACTICE
- APPROPRIATE CHOICE OF ASSETS
- FINANCIAL "FUTURE" PROJECTIONS
CDFA™ “ROLE” IN THE DIVORCE PROCESS:
- Act as a financial advocate or neutral.
- Produce personalized financial DOCUMENTS (FA & ED, WRITTEN REPORTS, CHARTS AND GRAPHS) from “source documents” (Bank & credit card statements, investment statements, liability statements, tax returns) TAILORED TO THE CLIENTS SPECIFIC FINANCIAL SITUATION.
- Provide written financial answers to the client's attorney which assists in determining the best and fairest financial outcome for their client.
PROVIDE A WRITTEN EXPLANATION AND REPORTS IN LANGUAGE THE CLIENT CAN UNDERSTAND.
BENEFITS OF A CERTIFIED DIVORCE FINANCIAL ANALYST:
- PEACE OF MIND THE SETTLEMENT IS FINANCIALLY EQUITABLE
- HEARING AN OBJECTIVE VIEWPOINT IN AN EMOTIONAL SITUATION
- GETTING EXPERT ADVICE ABOUT THE CLIENT’S FINANCIAL NEEDS