Client Support Services A CDFA™ (Certified Divorce Financial Analyst) works with clients individually or as couples, helping them to come to grips with the financial reality of their individual divorce situation. The financial scenarios provided by the CDFA™ provide the client with the knowledge to make informed decisions by:Identifying the short-term and long-term effects of dividing propertyIntegrating tax issuesAnalyzing pension and retirement plan issuesDetermining if the client can afford the matrimonial home – and if not, what might be an affordable alternativeEvaluating insurance needsDeveloping a budgetSetting retirement objectivesMeasuring the level of acceptable investment riskQuantifying the costs of children’s educationNote: CDFA™ services are only available to new clients, not existing financial planning clients due to potential conflicts of interest. Are you going through something similar? Contact us Name Email Phone Message Thank you! Oops!