For Attorneys

 

 

We can provide you needed financial information on many critical issues:

  • Stock Options and Key Employee Benefits - your source for information on these complex assets.
  • Calculation of Future Value of Assets and Income Projections - see what assets today may be worth in the future, and what your client will have to live on in future years. Especially if your client is at or near retirement, these values may help you demonstrate your client's financial need.
  • Retirement Plan Withdrawals - will your client need to withdraw funds from retirement assets for financial needs today?  We can help you calculate the impact of taxes and early withdrawal penalties so your client gets their fair share.
  • Pension and Employee Benefits Valuation - put a dollar value on these assets today so you can negotiate a fair division of future assets.
  • Expert Witness Testimony - for those cases that do go to trial

Additional Services Available During the Divorce Process:

  • Pre-Divorce Financial Counseling and Planning - help your client get more comfortable with their new financial responsibilities
  • Equitable Settlement Solutions - increase your negotiating power by quantifying and visualizing your settlement proposal
  • 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 ex-spouse death or disability

Additional Services Available After the Divorce Process:

  • QDRO Consultation and Drafting - you've negotiated the settlement, now your clients need to divide the retirement assets. Outsource this time-consuming work and help your client ensure they get their portion of the assets with minimal 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.

 

How CDFA Services can Assist an Attorney

As an attorney, you serve as the quarterback of your client's divorce team. You help your client navigate the legal complexities of divorce and advocate on your client's behalf for the best settlement possible.

A Certified Divorce Financial Analyst can be a part of your support infrastructure as you work to get your client the outcome he or she desires.

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