Why Do I Need A CDFA?
I will work with you and your lawyer or mediator to:
Assist in planning for your money to last a lifetime.
Understand the full financial implications of the divorce.
Identify the short-term and long-term financial effects of dividing the property.
Identify and work with a tax professional on potential tax issues with the division of property.
Analyze pension and retirement plan assets and potential issues in the division.
Determine if you can afford the marital home – and if not, what might be an affordable alternative.
Evaluate your insurance needs.
Work with the attorney to determine if you can ask for alimony and child support and how much.