What is a CDFA?

What is a Certified Divorce Financial Analyst?

A CDFA professional is a financial professional skilled at analyzing data and providing expertise on the financial issues of divorce. We bring the methodologies of financial planning to the divorce process, providing individualized settlement solutions. We provide our clients with a greater sense of confidence in their decisions and a fuller understanding of how their marital settlement agreements will affect your short and long-term financial future.

What is the CDFA role in Divorce?

CDFA professionals have the ability to serve multiple roles. These include:
  • Individual Advocate for those facing divorce difficulties. We join with your attorney to strengthen and maximize your settlement outcome.
  • Full Service Mediation as a Third-Party Neutral to assist couples who wish greater control and privacy over their divorce process
  • Collaborative Divorce Professional as the team-mediation approach involving professionals of multiple disciplines
A CDFA professional serves your needs as a strong financial advocate in litigation OR as a third-party neutral for those seeking higher control over their divorce outcomes with Mediation.

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:
  • Examining your pre- and post-divorce situations, including Net Cash Flow
  • Understanding the short-term and long-term effects of dividing property.
  • Analyzing pensions and retirement plans.
  • Determining if the client can afford the marital home, and if not, what he or she can afford.
  • Recognizing the tax consequences of different settlement proposals.
  • Propose settlement options to individuals and couples seeking knowledgeable advice.
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:
  • Work with clients to define a division of assets and financial settlement that is individual to the client’s needs
  • Collect financial and expense data.
  • Help clients identify their future financial goals.
  • Develop a budget.
  • Set retirement objectives.
  • Identify what kind of lifestyle they want.
Expert Presenter and Litigation Support

In some cases, CDFA professionals are called upon to act as expert witnesses in court or in mediation proceedings.

Let's Get Started!

Let us help you have a smarter divorce, no need to waste thousands in a court battle.
We will contact you to set up your Innovative Divorce Strategy Session.
In Your Strategy Session, we’ll:
  • Explore your divorce options and get clear on the right solution for your situation
  • Review your finances and explore creative settlement ideas
  • Map out a plan for transitioning to the next phase of your life
  • Identify your biggest fears and decide the best way to address them
  • Connect you with any other resources you’ll need in your process
Schedule today to ensure availability!

Virtual meetings available upon request

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