Divorce Financial Analysis

As Certified Divorce Financial Analysts (CDFA™), we act as a guide through the process, ensuring that all financial information is gathered and settlement options are understood so that decisions which last a lifetime can be made with confidence.

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What is a CDFA®?

A CDFA® is a financial professional skilled at analyzing data and providing expertise on the financial issues of divorce. The role of the CDFA® is to assist the client and his or her attorney (or mediator) 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, and we offer services to help you navigate no matter where you are in the process.

Are you unsure about what your financial future will look like after divorce? As a Certified Divorce Financial Analyst® (CDFA), I specialize in helping you navigate the financial complexities of divorce with confidence. Through our financial planning services, we’ll guide you every step of the way.

Here are some key areas we focus on (but not limited to):

  • Evaluating options for the marital home

  • Collecting, organizing, and reviewing financial documents

  • Exploring the financial impact of various settlement scenarios

  • Assisting with the completion of financial affidavits

  • Calculating spousal support buy-outs

  • Evaluating separate vs. marital property

  • Exploring creative solutions for settlement agreements

  • Valuing pensions

  • Estimating spousal Social Security benefits

  • Projecting future income and expenses, considering taxes and inflation

  • Preparing a comprehensive marital balance sheet outlining all assets and liabilities

Though the divorce process can feel overwhelming, confusing, and emotionally draining, understanding and protecting your financial future is essential.

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  • Working with a CDFA® during divorce ensures that you receive comprehensive financial guidance tailored to your specific situation. A CDFA® can help you understand the long-term financial impacts of your divorce settlement options.

  • After growing up with a mother who was divorced before our family started, and hearing her stories of the financial overwhelm she found herself faced with, I was driven to pursue the financial services industry. After over 15 years, I have dedicated my efforts to educating and enhancing financial literacy, clarity, and empowerment for individuals, particularly those navigating the challenges of divorce.

  • A CDFA® specializes specifically in divorce-related financial planning. They focus on helping clients understand and navigate the financial implications of divorce, including asset division, alimony, child support, retirement accounts, tax consequences, and more.Accountants primarily focus on historical financial data and tax compliance, whereas CDFA® professionals take a forward-looking approach. They utilize financial modeling and analysis to forecast the long-term implications of various settlement options. This helps clients make informed decisions that align with their future financial goals.

  • It's ideal to involve a CDFA® early in the divorce process, even before settlement discussions start. Gaining a clear understanding of your financial situation from the beginning allows you to make informed decisions and strategically plan for a secure financial future.

Helping you face the biggest financial decisions of your life

Pre-Divorce

If you’re considering divorce, you’ve come to the right place. I know this is an uncomfortable time, and you may feel like a lot is out of your control. I’m here to help keep you in the driver’s seat when it comes to your financial well-being.

During Divorce

Whether the divorce process is about to begin or is already in progress, it’s not too late to make a plan for your financial future. I’ll meet you where you are and we’ll craft a strategy to manage your assets while working towards your best financial outcomes.

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News & Resources

Resources
How to Determine What’s Fair in Your Divorce
How to Determine What’s Fair in Your Divorce

Divorce is not just a legal process; it’s an emotional and financial one. The question of what’s “fair” often becomes the focal point of negotiations, and understandably so. But fairness in divorce doesn’t always mean a 50/50 split—it means an equitable outcome that takes into account the unique circumstances of your marriage and your future needs.

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Creative Ways to Keep Your House During Divorce
Creative Ways to Keep Your House During Divorce

For many people, the family home is more than just a piece of property; it’s a place filled with memories, stability, and sentimental value. During a divorce, deciding what happens to the house can be one of the most emotional and complex issues to resolve. While selling and splitting the proceeds is a common solution, it’s not the only option. If keeping your home is a priority, there are creative ways to make it happen, even amid the financial and legal challenges of divorce.

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Divorce-Proof Your Assets
Divorce-Proof Your Assets

Divorce is a challenging life event that can have lasting emotional and financial impacts. One of the most significant concerns for many individuals is how to protect their assets during and after the divorce process. Whether you’re planning for the future or navigating the complexities of a divorce, taking steps to safeguard your financial well-being is critical.

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