Financial Analyst

Getting Divorced? Seven Reasons You Should Consider Hiring A Certified Divorce Financial Analyst®

A CDFA® is an experienced financial professional who has completed a rigorous training & certification process approved by the Institute for Divorce Financial Analysts (IDFA). Your CDFA® helps by: Potentially save time & money in divorce costs. Your CDFA® quickly compiles & analyzes data for mediation. Additionally, your CDFA® can act as a financial neutral in cases where

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Marital Property During Divorce

Marital Versus Separate Property

If you are facing a divorce, chances are property division may be one of the big discussions that you and your former spouse will be reviewing. Often, many couples do not understand that certain properties & assets may be considered marital regardless of who earned the income in the marriage and in whose name the

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Tips For Facing Divorce

Is a Divorce on Your Horizon? Consider These Ten Tips.

Are you contemplating or fairly confident that you might be getting divorced? Here are our top ten tips on what to do if you think you’re going to get divorced. I’ve said it before & will say it again, divorce may be the largest financial transaction of your life – you can’t afford to get

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TOP 5 Financial Mistakes in Divorce

This past year, among many other cases, I’ve been providing financial reports & analytics for a fairly complex divorce client. Today I spent nearly 2 hours on the phone with my client’s attorney, then immediately wrote a 9 page summary of findings for him to submit to the courts. Right after that I got right

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Household Inventory & To-Do Lists For Divorce

Getting divorced is a lot like being forced to eat an elephant you never ordered. Or, maybe you ordered the elephant, not realizing the scale of the task at hand.  In either case, our most successful divorce clients are organized & systematically approach divorce in a team effort. Working either pro se, or with legal

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Getting Started in Divorce: What everyone SHOULD know but DOESN’T

A financially successful divorce begins with setting goals & priorities. (Download here). If you don’t know where you want to go, how do you know how to get there? Here’s an example: I love to read.  One of my favorite scenes from Lewis Carroll’s “Alice in Wonderland,” is when Alice meets the Cheshire Cat &

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Our Divorce Roadmap

Like most of you, when I was in college, I had a number of extra-curricular classes I could choose to attend. Outside of the required curriculum, students could choose from a number of classes that had little educational value. We could choose to take a class that was just…fun! From taekwondo, bowling, hiking, snowboarding and

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