Divorce Financial Analysis and Planning
Using a CDFA During the Divorce Process
Working with a Certified Divorce Financial Analyst (CDFA) is a cost-effective way to protect against big financial mistakes that could impact you and your family in the future.
Based on information you provide, I use Family Law software to run scenarios that help individuals or couples explore the impacts of options regarding child and spousal support and property division. I am not a lawyer and do not provide legal advice but can work in conjunction with your lawyer or mediator to analyze the financial and tax impacts of proposed settlement options.
At $275/hour, my rate is 25% to 60% lower than what most California divorce attorneys charge and 20% to 40% lower than what most forensic accountants charge.
​
If you are beginning or in the process of divorce mediation and want an advocate to help you craft and respond to proposals regarding asset division and child and/or spousal support, my Mediation Money Mentor service requires only a four hour upfront retainer. Learn more by clicking here. (Litigated cases require a larger retainer.)
​
I also provide financial consulting to divorcing couples as a neutral financial expert on a wide variety of issues. Learn more by clicking here.
​
​
Using a CDFA if Considering Divorce
​
Do you wonder what life would be like financially if you and your spouse separated or divorced? Then my flat-fee "It Could Happen" package is for you.
​
For individuals contemplating divorce, issues surrounding money can be among the scariest, challenging and contentious. As a Certified Divorce Financial Analyst (CDFA), I help clients understand their current financial situation and what their situation may look like post-divorce.
​
Before making a call to an attorney, you can work with me to gather information on you and your spouse's assets, debts, income and expenses. Don't have all the information? No problem. I can use estimates to forecast ranges for how much you may have in assets and debts post-divorce, whether or not you may be able to stay in your home, and how much child and/or spousal support may be based on various assumptions.
​
Don't be blindsided by what you don't know. Read this one-page summary to see what the $699 "It Could Happen" package includes. This package is available only to residents of California.
​