Certified Divorce Financial Analyst Explained

by | Jan 2, 2024 | Divorce-Financial-Advisor

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Divorces are emotionally painful and financially draining. To speed up the process, you may find yourself hastily agreeing to split assets in a way that isn’t ideal. A certified divorce financial analyst can help protect your best interests.

What Is a Certified Divorce Financial Analyst?

Also called CDFAs, these professionals help you navigate the financial challenges you encounter during a divorce. They will often work with a divorce lawyer and have extensive experience in accounting, divorce law, and financial planning.

How Does a CDFA Work?

Divorce is complicated, and a CDFA can help you avoid making harmful financial mistakes by;

  • Estimating current and future expenses
  • Predicting how the rising inflation could impact your living expenses
  • Assessing the future and current value of assets
  • Determining how to split marital and personal property
  • Checking proposed settlements for potential risks
  • Estimating the future value of retirement accounts and pension plans
  • Explaining the tax implications of transferring property or dividing assets
  • Assessing how your insurance needs will be affected by the divorce

Who Needs a CDFA?

If you own a few assets, have no children, and both spouses are employed, dividing properties is relatively simple. However, you should consider enlisting the services of a certified divorce financial analyst if:

  • You have physical assets that are challenging to liquidate, like real estate.
  • Either or both spouses have businesses.
  • Both parties have pension, investment, and retirement accounts
  • One spouse works, and the other is unemployed

If you found this information helpful and would like to explore more, please visit Bridge Divorce Strategies.

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