Your CDFA® and Attorney

 

WHAT ARE THE ROLES? WHAT ARE THE DIFFERENCES?

A divorce literally can be the largest financial transaction in a person’s life. Though attorneys are experts in legal matters their area of expertise most commonly is not in finance and a substantial portion of a divorce settlement entails the separating and settling of financial assets, commitments, and obligations.

By engaging with an attorney who is a Certified Divorce Financial Analyst®, the CDFA® qualification provides for a thorough financial analysis of the situation to provide you with an objective financial picture of your and your family’s assets and liabilities. This objective analysis will provide you with clarity of your situation and clarify the legal aspects of the case.  As the case moves forward, we are able to adjust your financial picture when new information comes forward through the discovery of new financial facts or a change in the financial situation.

We partner with you to ensure the financial aspects are set forth in a manner to represent a settlement based on financial facts, not emotions or unrealistic financial settlement recommendations.  Our analytical review will not only support the divorce settlement, but also, the review will serve as a basis to structure future spending and investment plans to secure your future.

When you decide to move forward with a divorce it is advisable that you seek appropriate expert legal advice as part of your divorce team. And if you or your family is subject to or has been threatened by domestic violence it is strongly recommended you seek legal counsel immediately.