OUR PROCESS
We are here to help you remain focused on the end goal.
WHY HIRE A CDFA
A CDFA, which stands for Certified Divorce Financial Analyst, is a financial professional who is skilled at analyzing the financial data in order to educate and guide you through the divorce process. Philip will help you understand your current financial situation. He will work to create a realistic and comprehensive financial plan in order to develop a strategy that ensures you are financially secure post-divorce. He understands how to work with attorneys and other divorce professionals. This teamwork helps to create a solid foundation for negotiating a fair settlement.
How Clients Benefit from working with us:
- Settlements tend to be more equitable as the client’s unique financial issues are addressed
- Uncertainty is replaced with knowledge and peace of mind knowing the accurate value and impact of their divorce settlement
- Having an objective viewpoint on an important subject during an emotional time
- Getting expert advice from a certified divorce consultant about your unique financial needs
- The family’s needs are better met due to the in-depth data gathering and analysis to determine the actual cost of living and child related costs
Philip increases client’s understanding of the divorce process and outcome
Philip has been trained to:
- Create powerful case exhibits, reports, and graphical representations
- Provide analysis of a client’s total financial landscape and ensures that your financial ‘bases are covered’
- Offer short- and long-term analysis of each proposed settlement
He provides an in-depth analysis of:
Spousal and Child Support
Current and Future Lifestyle
Splitting the Marital Home
Personal vs. Marital Property
Valuing and Dividing Property
Valuing Assets
Retirement Plans and Pensions including QDROs
Tax Problems and Solutions