![]() ![]() Identify what kind of lifestyle they want.Determine how much risk they are willing to take with their investments.As a recognized leader in the area of financial dispute resolution, particularly in relation to financial issues associated with. She has over 30 years of experience in the areas of investment management, tax, financial planning, and financial advisory services. On average, it takes 12 months to complete a. Help clients identify their future financial goals. Susan is a Managing Director and a Senior Wealth Advisor with The Colony Group. The average cost of getting a divorce in 2019 was 12,780, which included 11,300 in attorneys fees and about 1,480 in other expenses.By using a CDFA first, as part of your divorce planning. CDFAs can help manage a client’s expectations of their financial future by presenting different scenarios and talking through the client’s budget and expenses. Billy Peterson is one of only a handful of Certified Divorce Financial Analysts in the state of Utah. Much of a CDFA® professional’s role is collect the client’s financial data and perform analysis. Recognizing the tax consequences of different settlement proposals.Determining if the client can afford the marital home, and if not, what he or she can afford.Analyzing pensions and retirement plans.Understanding the short-term and long-term effects of dividing property.They become part of the divorce team and provide support on financial issues such as: Monitor and enforce continued complianceĬDFA® professionals provide the client and attorney with data analysis that shows the financial effect of any given settlement.Evaluate compliance with these standards.Establish certification standards for CDFA®.IDFA will establish standards for certification of divorce financial analysts that are objective, reliable meet and current benchmarks for certifying bodies.The IDFA helps to ensure the financial health and welfare of the divorcing public through the certification of individual as Certified Divorce Financial Analysts. The Institute for Divorce Financial Analysts is the authority on divorce planning theory and application in North America. Make sure to check out my blog and subscribe to my monthly newsletter.Training professionals to use the financial planning discipline in helping clients facing divorce. In addition to divorce-related services, I provide financial planning and investment management as an investment advisor representative with Coastwise Capital Group. Whether you are contemplating divorce or in the thick of it, request a phone consultation to learn how I can help you make smart financial decisions. I am an expert on addressing restricted stock units and stock options in divorce. separate property, and tax optimization of settlements, we can help craft creative settlement. With advanced training in all financial aspects of divorce including pension valuation, marital vs. ![]() I have work ed on more than 400 California divorce cases, educating men and women on the future impacts of proposed property division and support agreements, and empowering them to make smart financial decisions. Smarter Divorce Solutions provides individuals, couples, mediators, and attorneys with financial expertise during divorce. ![]() I am Laurie Itkin, a certified divorce financial analyst (also known as a CDFA) and author of the Amazon best seller, Every Woman Should Know Her Options. As you negotiate a settlement through mediation or litigation, what may seem like a fair division of assets may result in an unfair situation in the future. Divorce May Be the Largest Financial Event in Your Life Divorcing without a certified divorce financial analyst by your side sets you up for unwanted financial surprises in the future. ![]()
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