Divorce is a time of change that really rocks the foundations of most people's lives.

But, it can be an opportunity to grow, and a time to consolidate.

As a Certified Divorce Financial Analyst® (CDFA), we have the expertise to help you, and your attorney, understand both the short and long-term implications of property division, analyze retirement plans and pensions, and evaluate the tax implications of various settlement proposals.

We also have extensive training in divorce mediation, family systems theory, and mental health issues surrounding divorce to ensure that we can provide the most encompassing and empathetic service possible to you during this stressful time.

“All endings are also beginnings. We just don’t know it at the time.”
— Mitch Albom

We are part of the Collaborative Family Law Association--a group of professionals committed to providing a respectful, professional Collaborative Practice resulting in an out-of-court resolution satisfactory to both parties. We value collaboration and are ready to work with any other professionals on your team throughout the process. 

Beyond the initial collection and analysis of data, we can also help to manage the post-divorce expectations of both sides, help develop budgets, establish your future financial goals, serve as an expert witness in court if needed, and work with you as your financial advisor after the divorce has settled, if appropriate.

If you are currently working with a counselor, and would feel more confident with them attending our initial financial consultation, we will pay to have them join you at the meeting.

benefits of working with a cdfa®

  • Becomes part of the divorce team, providing litigation support for the lawyer and client, or becomes a member of a Collaborative Law team. 
  • Provides the client and lawyer with data that shows the financial effect of any given divorce settlement.
  • Appears as an expert witness if the case should go to court, or in mediation or arbitration proceedings.
  • Is familiar with tax issues that apply to divorce.
  • Identifies both the short-term and long-term effects of dividing property.
  • Integrates tax issues.
  • Analyzes pension and retirement plan issues.
  • Determines if the client can afford the matrimonial home – and if not, what might be an affordable alternative.
  • Evaluates the client’s insurance needs.
  • Establishes assumptions for projecting inflation and rates of return.
  • Brings an innovative and creative approach to settling cases.