Adding value to your practice and giving you the edge you need
We provide you the tools and support you need to build your practice and confidently work with higher net worth clients.
Family law attorneys have expertise in a very specialized area of the law. In the same way, Certified Divorce Financial Analyst® professionals have specialized knowledge on the financial and tax issues related to divorce. We work with the financial issues in divorce and become part of the team with you.
Expert Financial Advice
We look at the property issues, tax issues, retirement plans, basis, and some little known IRS rules that apply to people getting a divorce.
Analyze Implications of Settlement Options
We evaluate and pick apart each proposal to understand the effect it will have on your client’s future net worth, cash flow, and savings. We then present our findings to you in easy to understand reports.
Protect Yourself From Liability
Working with us as your financial experts will result in better engagement and a client with peace of mind.
We provide specialized analyses and knowledge of the intricacies of divorce finance so your clients understand the value of your financial proposals. The result is a final settlement that supports their long-term financial security.
Strategy & Planning Support
Before a case is even filed, a CDFA® professional can assist as a strategist in the litigation process. We calculate the possible outcomes for different divorce settlements based on common assumptions. Above all, we give you the knowledge and data you need to negotiate the most advantageous settlement for your client.
Powerful Case Study - The Joneses
Working alongside family law attorneys
When support is needed for complex settlement agreements we can help. The greater the marital property assets the more complex the settlement and the greater risk for liability. Check out this case study…
Expert Divorce Financial Analysis
Be known for bringing to the table win-win divorce financial settlements
CDFA® professionals operate within a combination of accounting, financial planning, sociology, and economics that they tailor to the case at hand, allowing you to clearly determine the connection between property distribution and spousal support. This means you can shift strategies to meet your client’s immediate needs while offering reasonable projections of their financial situation years down the line.
Furthermore, the CDFA® professional provides a series of visual aids in the form of graphs and charts, which make all the information easily understandable—even for the mathematically challenged. You can use these tools to provide your clients, opposing counsel, and the court with a deeper understanding of both parties’ needs, and the impact on each party’s future.
Looking for a powerful team member?
CDFA® professionals are a limited resource.
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