Raleigh 919.703.3036 * Charlotte 704.321.4494

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.  

Jessica helps clients determine the short-term and long-term financial impact of any proposed divorce settlement. She can also provide valuable information on financial issues that are related to the divorce, such as tax implications, dividing of retirement plans, and more. 

​Whether you have hired an attorney or not, we guide you through gathering the marital financial facts and organizing them, and understanding what they mean to you.

In preparation for divorce your finances our services are tailored to you and may include the following: 

  • Strategy Sessions
  • Budget & Lifestyle Analysis
  • ​Written evaluation of the parties’ financial situation
  • Prepare the Financial Affidavit
  • Prepare Equitable Distribution Affidavit
  • Prepare marital asset spreadsheet
  • Evaluate the appropriate mix of assets
  • Prepare Document Request 
  • Perform tax calculations and tax reviews of both parties
  • Perform document review
  • Develop budgeting projections 
  • Perform future financial projections
  • Prepare net present value calculations
  • Prepare for mediation