CDFA™ or Attorney?

A CDFA™ Works With Your Attorney

The Institute for Divorce Financial Analysts™ (IDFA) highly recommends that any person getting a divorce seek legal counsel. The role of a CDFA™ is to assist the attorney, not replace the attorney.

When contemplating a divorce, the first professional that comes to mind is an attorney. Typically a financial advisor is not considered until after the divorce becomes final. This can be a huge mistake. Not all attorneys are experts on answering financial questions. Your attorney is an expert in the law, but they do not necessarily know how to answer intricate financial details that concern tax issues, IRS rulings, capital gains, dividing pensions, etc. An attorney and a CDFA™ can complement each other, especially if your case is litigated. A CDFA™ can act as an expert witness who has worked on your case right from the start.

If both husband and wife come to agree that they can not compromise on their own private settlement arrangement, then selecting the right attorney becomes a very important decision. Having worked with many credible attorneys in the area, we can assist in matching both parties up with an attorney who will be an advocate for each parties specific needs and concerns. My staff and I in no way advertise that we can take the place of an attorney. We do not provide legal advice, but our expertise can cut the cost of a long court proceeding by paving the way to a fair settlement for each spouse.