For Mediators

How CDFA Services can Assist a Mediator 

As a professional mediator, your services handle the overall negotiation of your clients' divorce, tackle sensitive issues such as child custody, and facilitate compromise during an emotional and stressful time.

If your client needed a business valuation, you'd likely recommend they hire a business valuator. If your clients' home needed appraisal, you'd likely recommend they hire an appraiser.

Our services can serve as a part of your support team in many financial areas:

During the Divorce Process:

 

  • Pre-Divorce Financial Counseling and Planning - help a spouse get more comfortable with their new financial responsibilities
  • Equitable Settlement Solutions - help clients quantify and visualize what they feel is a fair settlement
  • Income Projections and Calculation of Future Values of Assets - help clients plan future income streams generated by their assets
  • Retirement Plan Withdrawals - will your client need to withdraw funds from retirement assets for financial needs today? Careful planning may help clients make better decisions pertaining to taxes and early withdrawal penalties.
  • Pension and Employee Benefits Valuation - put a dollar value on these assets today so you can mediate a fair division of future assets
  • Healthcare Planning - ensure your client is informed of COBRA coverage rules and their options
  • Insurance Planning - help clients protect alimony, child support, and retirement benefits from death or disability

After the Divorce Process: 

  • QDRO Consultation and Drafting - you've negotiated the settlement, now your clients need to divide the retirement assets. Help your client ensure they get their portion of the assets and minimize any taxes or penalties. Our QDRO services include a financial consultation to help the client make the most beneficial use of these assets today and in the future.
  • Post-Divorce Financial Planning and Investment Solutions - After divorce, significant assets are often put in the hands of a spouse who is not used to dealing with money. Help your client maximize their financial situation and learn fiscal responsibility so they can live the best financial future possible.