A CDFA professional is a financial professional skilled at analyzing data and providing expertise on the financial issues of divorce. We bring methodologies of financial planning to the divorce process, crafting individualized settlement solutions. We provide our clients with a greater sense of confidence in their decisions through a fuller understanding of how their marital settlement agreements will affect short and long-term financial future.
What is the CDFA role in Divorce? CDFA professionals may serve multiple roles in the separation and divorce:
Financial Expertise and Strategy
A CDFA provides the client and attorney with data analysis that shows the financial effect of any given settlement. They become part of the divorce team and provide support on financial issues such as:
CDFA professional’s role mostly is to help gather and organize the client’s financial data and perform analysis. CDFAs can help manage a client’s expectations of their financial future by presenting different scenarios and talking through the client’s budget and expenses.
CDFAs are trained to: