How Can a CDFA™ Help?

What a Certified Divorce Financial Analyst™, CDFA™ Can Do For You:

Len Nassi, CFP®, CDFA™ can help you to devise a settlement that will work for years after as well as during the divorce process. He does this by examining the divorcing clients lifestyle needs post-divorce, making sure a proposed settlement will provide a secure financial future for them.

The financial issues inherent to every divorce case are often times the ones that are the most overlooked. However, once a divorce settlement has been signed, it’s difficult to change it.

Who should keep the house? How much will it cost to live post divorce? How much alimony is there going to be and for how long? Will the custody arrangement affect child support? How can the retirement accounts be split and the money accessed? How can a business be offset? Should a business be valued? What is the value of health care benefits? Most important of all, will the clients be able to financially survive (and thrive) with the settlement post divorce?

As a CDFA™, Len Nassi can:

  • Produce powerful case exhibits in the form of spreadsheets and graphs.
  • Give you professional support so you will feel confident that all your assets are covered.
  • Help our clients understand the short-term and long -term financial impact of different divorce settlements before they sign.
  • Provide reliable expert witness testimony if your case goes to court.

Who do CDFA™’s Help?
CDFA™’s help clients determine the short term and long term financial impact of any proposed divorce settlement. They also provide valuable information on financial issues that are related to the divorce, such as tax consequences, dividing pension plans, continued health care coverage, stock option elections and much more.

Certified Divorce Financial Analysts™ are trained to answer these questions and more for men and women in the process of divorce and to provide litigation support for their attorneys, which help them prove and often settle their case.

Should a person hire a CDFA™ instead of an attorney?
CDFA™’s also help attorneys by helping the client make financial sense of proposals. CDFA™’s give attorneys the tools they need to help prove their case.

Definitely not! The IDFA™ highly recommends that any person getting a divorce seek legal counsel. The CDFA™’s role is to assist the attorney, not replace the attorney.

Do CDFA™’s help only men or only women?
CDFA™’s are trained to advocate for men and women. The CDFA™ simply interprets the numbers and helps the attorney build a strong case that’s in the client’s best interest.

Can CDFA™’s act as a neutral party to help a couple reach a settlement?
Yes, CDFA™’s can represent one or both spouses to help reach a fair financial settlement. However, CDFA™’s are not attorneys and cannot give out legal advice. The IDFA™ always recommends that any person going through a divorce receive independent legal advice.

Certified Divorce Financial Analyst™ is a federally registered CDFA® certification mark owned by the Institute of Divorce Financial Analysts (IDFA). This mark is awarded to individuals who successfully complete the CDFA Board’s initial and ongoing certification requirements.