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Assistance for Divorcing Individuals

Since divorce involves many financial issues, it makes sense to have a Certified Divorce Financial Analyst® (CDFA®) as part of your team. By providing expertise relating to the financial details of your divorce, we can tailor our services to help you obtain a more in-depth understanding of your financial options.

Services include (but aren’t limited to):

  • Education regarding financial matters relating to the divorce
  • Work with you (and your attorney or mediator) to draw up budgets that demonstrate your income and expenses, along with appropriate levels of support
  • Creation of personalized reports and graphs that illustrate various property division scenarios, cash flow projections, support amounts, etc.
  • Help address specific challenges, such as division of complex assets, loss of health, life or disability coverage, division of retirement plan benefits, etc.
  • Help with determining the short and long-term financial impact of proposed settlements

You will benefit by…

  • Having a clearer understanding of the financial considerations, so that you can make informed, educated decisions regarding issues such as:

    o Can I/Should I keep the house?

    o What are the pros and cons of exchanging certain assets (i.e., trading the pension for the retirement accounts)?

    o Will I be able to support myself when spousal and/or child support ends?

    o How should we handle the stock options, deferred compensation and other types of employer sponsored plans?

  • Having someone who can work with you through each step of the divorce process
  • Hearing an objective viewpoint in an emotional situation
  • Being better prepared to take charge of your financial future

* Click on link for additional details

Assistance for Divorce Attorneys & Mediators

Having a Certified Divorce Financial Analyst® (CDFA®) on your team of outside experts allows you to outsource the financial details that consume your time. A CDFA® allows you to stay in control of your case, but delegate the aggravating and tedious financial details.

Services include (but aren’t limited to):

  • Lifestyle analysis (for accurate expenses history)
  • Projected Needs Analysis (future budgeting, going forward and immediate cash flow needs)
  • Preparation of Financial Declarations (Schedule of Assets & Debts and Income & Expense Reports)
  • Tracing of financial statements to help categorize flow of fund or potential credits and reimbursements
  • Review and analysis of corporate benefits, stock options, deferred compensation and pension plans
  • Analysis of asset division proposals
  • Testimony pertaining to divorce financial analyst work

* Click on this link to view CV

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