What’s a CDFA®?
A Certified Divorce Financial Advisor (CDFA®) professional is a financial professional trained to analyze data and provide expertise on the financial issues of divorce. The role of the CDFA® professional is to assist the client and his or her attorney to understand how the decisions he or she makes today will impact the client’s financial future. A CDFA® can take on many roles in the divorce process, from financial expertise to data collection and analysis to expert litigation support.
Wherever You Are in the Process
We dive in and create a comprehensive review of the entire financial picture, providing support to you and your attorney to develop a settlement that works for you.
We create a tailored financial plan to help you develop a new perspective on financial independence so that you can start your new chapter confident, in control and focused on the future.
We Care Because We’ve Been There
We often talked about the difficulties of the divorce process and how it can be improved. Over time, we realized that we had a really special idea and decided to use our experiences to try and help others – especially women, who are often making major decisions without a lot of support.
We’ve assembled a dream team of professionals, who provide sound, caring guidance to women navigating this difficult process to help set you up for a brighter financial future.