Working with a Certified Divorce Financial Analyst (CDFA™) can help you make smart decisions to safeguard your financial future.
As your CDFA:
- I can help to gather data and provide financial analysis and strategies to ensure you obtain the most financially advantageous settlement possible.
- I can provide education and support so that you’re able to make difficult decisions based upon rational and informed analysis. I can help you understand the short-term and long-term financial consequences of settlement options. Because I was an attorney for 38 years, I have a tremendous amount of experience providing an objective viewpoint during an emotional time for you. I may be able to help you decide what is reasonable to expect in a settlement.
- I can help level the playing field when one party feels at a disadvantage due to lack of financial knowledge or experience.
- I can help you build creative options for complicated settlement issues.
- I can help you prepare: Financial Affidavits, Net Worth Statements, Cash Flow Analysis, Budget and Needs Analysis, Marital Standard of Living Analysis.
- I can help you to understand: the tax consequences of various settlement and alimony scenarios, the ramifications of dependency exemptions and tax planning.
I cannot and do not provide legal advice.