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Divorce can be a lengthy process that could strain your finances and leave you feeling out of control. But with the right preparation associated with the right team, you can protect your interest, take charge of your future and save yourself time and money. At H&S Tax and Wealth Advisors, work directly with a Certified Divorce Financial Analyst who can......
Certified Divorce Financial Analyst (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 the client and his or her attorney to understand how the decisions he or she makes today will impact the client’s financial future. A CDFA® can take on many roles in the divorce process:
Financial Expertise and Strategy
CDFA® professionals provide the client and 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:
Data Collection and Analysis
Much of a CDFA® professional’s role is collect the client’s financial data and perform analysis. CDFAs can help manage a client’s expectations of their financial future by presenting different scenarios and talking through the client’s budget and expenses. CDFAs are trained to: