What is a Certified Divorce Financial Analyst (CDFA)?

A CDFA® certification indicates a financial professional has completed an intensive training program to become skilled in analyzing and providing expertise in the specific financial issues that come up during a divorce.

To become a CDFA® (Certified Divorce Financial Analyst), an individual must have a minimum of three years of professional experience in finance or divorce and a Bachelor’s degree. The training program for the CDFA® exam is thorough, requiring 80-100 hours of training for most individuals before taking the exam to achieve the certification. Once the CDFA® certification is obtained, yearly renewal and continuing education are required to keep the designation.

As a Certified Divorce Financial Analyst (CDFA®), I work with you and your attorney to understand how the financial decisions you make during a divorce will impact your financial future.

Why You Need a CDFA

When I work with clients who are going through a divorce, my mission is to help you achieve a fair and workable settlement that enables you to move forward with dignity, confidence, and the ability to live your best life. As your CDFA®, I offer sophisticated advice, services, and investment solutions that are explicitly aligned with your interests and goals.

Couples who have a high net worth face many intricate financial details that concern tax issues, capital gains, dividing pensions, and so on. Because the ramifications and consequences of financial mistakes during divorce can be so high for ultra-high net worth individuals, they can have far-reaching implications in your new life. Adding a CDFA® to your legal team ensures you have someone explicitly analyzing and planning for your financial future to achieve the best possible outcome.

A CDFA® Can Advise You On:

  • Marital property
  • Division of assets
  • Analysis and negotiation of the divorce settlement
  • Housing
  • Debts
  • Alimony
  • Child support
  • Tax implications
  • Retirement accounts
  • Healthcare coverage
  • Financial planning going forward
  • Pension and retirement plan division
  • Insurance needs

If you have investible assets of more than seven or eight figures and are going through a divorce, contact me for a complimentary discovery meeting to discuss how we can preserve your wealth, achieve an equitable settlement, and help you move forward so that you can live your best life.