CDFA®️ certified divorce financial analyst

CDFA’s are financial professionals trained in the complexities of divorce finances and use education, training, and experience to help divorcing individuals split assets fairly and establish a financial plan for the future.  Already trained as accountants, investment advisors, or financial advisors, CDFA’s receive specialized training to help divorce clients gather necessary financial information and develop financial projections based on different scenarios.  

We help clients determine the short-term and long-term financial impact of any proposed divorce settlement.  As we work together in this process your goals and priorities with be important to prepare for negotiations.  Our services our tailored to your needs and may include the following:

  • Pre & Post Divorce Planning
  • Budget & Lifestyle Analysis
  • Spousal Support Calculations & Analysis
  • Prepare Financial Affidavit
  • Prepare Marital Financial Asset Inventory
  • Retirement Plan division alternatives
  • Pension valuation
  • Evaluate Appropriate Mix of Assets
  • Keep vs. Sell the marital home
  • Creative settlement solutions
  • Property tracing to determine separate/marital property
  • Financial Life Analysis & Cash Flow Projections
  • Prepare for Mediation & Mediation Support
  • Assess Settlement Proposals and Counter-proposals

Gather Your Financial Facts: