A CDFA® confidentially examines your personal property, retirement assets, investment accounts, current earnings, future earning capacity, and expenses, and consider alimony, tax implications, health care costs, the value of your business or partnership, and more. Your CDFA® provides valuable information on financial issues related to the divorce, such as tax consequences, dividing pension plans, health care coverage, stock option elections, and others. They work with you, your attorney or mediator to analyze proposals for equitable distribution. With the advice and help of a CDFA®, you increase your chances of arriving at a settlement that fully addresses your long-term financial needs.
A CDFA® explains the short-term and long-term effects of a proposed settlement. This way, you and your spouse both have a clear view of their financial future. CDFA®s help make financial sense of proposals, help attorneys determine alimony needs and payment abilities, and provide expert witness testimony in trials and arbitrations.