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DIVORCE FINANCIAL ANALYST SERVICES™

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.

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

How we work

Assistance for Divorcing Individuals:
We work with clients going through the transition of divorce by educating them on financial matters and helping them determine the short and long term financial impact of proposed settlements.

Assistance for Divorce Attorneys & Mediators:
Having a Certified Divorce Financial Analyst® (CDFA®) on the 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.

Assistance for Divorcing Individuals

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

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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