Horizon Investment Management Group
10 Crane Ave
Certified Divorce Financial Analyst
A CDFA™ is someone who comes from a financial planning, accounting, or legal background and goes through an intensive training program to become skilled in analyzing and providing expertise related to the financial issues of divorce. The CDFA™ becomes part of the divorce team, or becomes a member of a Collaborative Law team. In either event, the CDFA™ will be responsible for:
Identifying the short-term issues and long-term effects of dividing property.
Integrating tax issues.
Analyzing pension and retirement plan issues.
Determining if the client can afford the matrimonial home - or identify an affordable alternative.
Evaluating the client's insurance needs.
Establishing assumptions for projecting inflation and rates of return.
Bringing an innovative and creative approach to settling cases.
The Certified Divorce Financial AnalystTM also:
Provides the client and lawyer with the date that shows the financial effect of any given divorce settlement.
Appears as an expert witness if the case should go to court, mediation or arbitration.
Is familiar with tax issues that apply to divorce.
Has background knowledge of the legal issues in divorce.
Is trained to interview clients so as to collect financial and expense data in order to help identify future financial goals and developing budgets.
Helping people to understand the financial issues of divorce and to help with workable solutions for the future.