What Does a CDFA Professional Do?

As a CDFA professional we:

  • Are a part of your divorce team we provide litigation support for the attorney and client on financial issues such as:
    • Understanding the short-term and long-term effects of dividing property.
    • Understanding tax issues.
    • Analyzing pension and retirement plans.
    • Calculating the present value of a pension.
    • Determining the cost basis and capital gains on the sale of the marital home.
    • Determining if the client can afford the marital home, and if not, what he or she can afford.
    • Evaluating the insurance needs of the client and determining if the client qualifies for COBRA.
    • Determining earning capabilities.
    • Establishing assumptions for projecting inflation and rates of return.
  • Brings an innovative and creative approach to settling cases.
  • Provides the client and attorney with data that shows the financial effect of any given divorce settlement.
  • Appears as an expert witness in court or in mediation or arbitration proceedings.
  • Are knowledgeable about specific tax laws that apply to divorcing couples.
  • Has knowledge about the legal issues in divorce.
  • Are trained to interview clients to:
    • Collect financial and expense data.
    • Help them 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 lifestyle they want.
    • Determine what kind of education they want for their children.