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:
"Just when the caterpillar thought the world was over, it became a butterfly"
Serving clients in North Carolina and beyond.