What is a CDFA Professional?
As a CDFA® professional, I am a financial strategist who is here to help you collect critical information for your divorce settlement. I will review the data you have and identify what may be missing or hidden. I will also give you a financial picture of your assets and debts for making good decisions in your settlement options. This is accomplished by analyzing and giving input on the investment data, retirement plans, benefit programs, business records, tax returns, insurance, and marital residence capital gains. It culminates in a comprehensive financial analysis for clarity of the financial situation today and the repercussion and projections for you in the future. Finally, I may also be asked to prepare spousal and child support calculations and a myriad of other analysis germane to your particular financial situation.
Unique to any accountant who analyzes past and current data, a CDFA® professional is a forward thinker. Using the past and current financial data, I take it a step further to give you a view of the future by modeling projections and scenarios. You will have a clear view of your financial future to make sound decisions during the divorce and afterwards. You benefit by approaching the future with financial competence and confidence that I like to term “Calmfinance℠.”
I am dedicated to educating you about all things financial for a fresh start on solid financial footing. I am passionate about providing financial knowledge in ways that you can understand it. Distinct from accountants, I discuss and prepare analyses that show the implications divorce has on your budget, estate planning, health insurance, life insurance, college planning, and investment portfolio to empower you to decide and plan wisely and confidently.