FAQ

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Who Do Certified Divorce Financial Analysts help?
Certified Divorce Financial Analysts (CDFA) help clients understand the short- and long-term financial impacts of any proposed divorce settlement. They also provide valuable information on financial issues related to the divorce, such as tax consequences, dividing pension plans, continued health care coverage, stock option elections, and much more. CDFAs also help the client’s legal team make financial sense of proposals. CDFAs provide expert witness testimony in trials and arbitrations. CDFAs can provide attorneys with tools they need to prevail in court. Increasingly, CDFAs are finding their services called for in the mediation and family counseling arenas. Information helps alleviate fears and misunderstandings that surround money issues.

Should a person hire a Certified Divorce Financial Analyst instead of an attorney?
Definitely not. The ICDFA, Institute of Certified Divorce Financial Analysts, highly recommends that any person getting a divorce seek legal counsel. Divorce is a legal process that requires professional advice, just as the financial aspects of a property settlement need analysis by a professional trained in the field.

Will I save money if I work with you?
Many divorcing couples find that working with a Certified Divorce Financial Analyst can save them money by getting to a settlement faster and reducing future litigation. Our program quickly helps you review the long term effects of several financial settlement scenarios.

How long does it take?
First, you’ll gather all the information we’ll use for creating your report. After you provide the information to us, it will take 2-3 days for us to enter it and get the report to you.

What do I need to bring?
We’ll need the same information you would be providing to your attorney about your assets (what you own, your liabilities (what you owe), and your cash flow (your income and expenses). We’ll provide you with forms for gathering all the information.

Do CDFAs help only men or only women?
CDFAs are trained to advocate for men and women. The CDFA simply interprets the numbers and helps the parties find support for a case that takes both sides’ financial future into consideration.

How do I get started?
Start by calling our office at 541-387-2995 for an introductory call (no charge).