Your advocate during divorce.

Financial Expertise and Strategy

As a Certified Divorce Financial Analyst (CDFA®) professional, I  provide the client and attorney with data analysis that shows the financial effect of any given settlement. I become part of the divorce team and provide support on financial issues such as:

• Understanding the short-term and long-term effects of dividing property.

• 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.

Data Collection and Analysis

Much of my role as a CDFA® is to collect financial data and perform analysis. I can help manage a client’s expectations of their financial future by presenting different scenarios and talking through the client’s budget and expenses. As a CFP® and a CDFA®, I am trained to:

• 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.

Settlement Support

EQUAL does not always mean EQUITABLE.  In many situations, one party has a much larger earning potential or inherited wealth.  

As a CDFA®professional, I will help:

• Identify  channels to reach shared goals

• Devise alternate settlement possibilities 

Lifestyle Analysis

Pension Valuation

Pension and retirement plans are often the largest asset to consider in a divorce.  A pension earned during marriage is generally considered to be a joint asset of both spouses and have a major role in the divorce settlement.  I will analyze all retirement assets to: 

• Determining present value of future benefits. 

• Explain different types of retirement plans and the tax implications.

• Value Stock options

Expert Presenter and Litigation Support

Having the designations of Certified Financial Planner ® and Certified Divorce Financial Analyst ®, as well as an MBA, I have the education and credentials to establish myself as an expert in the field of divorce financial planning.  Using Family Law software, I will produce customized reports relevant to your divorce. 

• Detailed, easy to understand reports and graphs.

• Expert witness for court proceedings or for mediation. 

Forensic Accounting

Forensic accounting utilizes accounting, auditing and investigative skills to conduct an examination into the finances of an individual or business. As a Certified Financial Planner, CFP ®, I am trained to do in depth financial analysis.  During the divorce process, this includes a review of: 

• Tax Returns

• Pay Stubs

• Bank Statements (Personal & Business)

• Retirement Statements

• Credit Card Statements