Why choose a Certified Divorce Financial Analyst® (CDFA)™?

A Certified Divorce Financial Analyst™ is someone who comes from a financial planning, accounting or legal background and goes through an intensive training program to become skilled in analyzing and providing expertise related to the financial issues of divorce.

The role of the CDFA™ is to help the client understand how the financial decisions made today will impact his or her financial future, based on certain assumptions.

A CDFA can help:

  • Identify the short-term and long-term effects of dividing property.
  • Analyze pension and retirement plan issues.
  • Determine if the client can afford the matrimonial home – and if not, what might be an affordable alternative.
  • Evaluate the client’s insurance needs.
  • Establish assumptions for projecting inflation and rates of return.
  • Bring an innovative and creative approach to settling cases.

The Certified Divorce Financial Analyst™ can also:

  • Help client’s identify their future financial goals.
  • Develop a budget.
  • Set retirement objectives.
  • Determine how much risk they are willing to take with their investments.
  • Identify what kind of life style they want.
  • Determine the costs of their children’s education.
  • Implement the future investment strategy.