Financial Expertise and Strategy

CDFA® professionals provide you and your attorney with data analysis that shows the financial effect of any given settlement. They become part of the divorce team and provide support on financial issues such as:

  • Understanding the short-term and long-term effects of dividing property.

  • Analyzing pensions and retirement plans.

  • Determining if you can afford the marital home.

  • Recognizing the tax consequences of different settlement proposals.

Certified Divorce Financial Analysts, CDFA®

A CDFA® professional is a financial professional skilled at analyzing data and providing expertise on the financial issues of divorce. The role of the CDFA® professional is to assist you and your attorney to understand how the decisions you make today will impact your financial future.

Data Collection and Analysis

Much of a CDFA® professional’s role is to collect your financial data and perform analysis. CDFAs can help manage your expectations of your financial future by presenting different scenarios and talking through your budget and expenses. CDFAs are trained to:

  • Collect financial and expense data.

  • Help you identify your future financial goals.

  • Develop a budget. Set retirement objectives.

  • Identify what kind of lifestyle you want.