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The role as a Certified Divorce Financial Analyst is to help you.
What is a Certified Divorce Financial Analyst?
A CDFA is a financial professional who specializes in divorce planning. We work with individuals to help you understand the financial implications of a divorce and make informed decisions.
Whether you are working with an attorney or doing your divorce yourself, a CDFA can:
- Analyze financial documents such as tax returns, bank statements, and investment portfolios
- Identify and value assets such as real estate, retirement accounts, and businesses
- Develop financial projections to help clients understand the long-term impact of different settlement options
- Collaborate with attorneys, mediators, and other professionals to ensure all aspects of the divorce process are considered
Working with a CDFA can provide numerous benefits, including:
- Clarity: A CDFA can help you understand your financial situation and make informed decisions.
- Efficiency: A CDFA can help you reach a settlement faster by providing financial analysis and projections.
- Cost savings: By working with a CDFA, you may be able to avoid costly mistakes and reduce legal fees.
- Peace of mind: Knowing that a financial professional is on your side can reduce stress and anxiety during the divorce process.
We have the shared experiences of being divorced and understand the complexities that come along with it. Whether you are financially savvy or new to managing your finances, we are here to help provide the financial advice you need at the time you need it. Being educated about, and confident in, your financial decisions during and post-divorce is one of the best gifts you will give yourself.
As needed, we can also help build your team of divorce professionals to help you navigate all the unknowns coming your way and set you up for success both during and after divorce.
