Certified Divorce Financial Analyst

A CDFA financial advisor ensures the equitable division of assets.

If you’re reading this, you may be in the middle of a divorce or contemplating one. While divorce lawyers can provide legal guidance, the division of assets often raises complex questions. How do you ensure that both parties have an equal opportunity to rebuild their lives after parting ways?

As a Certified Divorce Financial Analyst® (CDFA®), we take a comprehensive look at your financial situation, considering the broader impact on both parties. Asset division is more intricate than merely splitting the total value of the assets in two. What about tax implications? How do the long-term prospects of investments factor in? What nuances within the financial landscape contribute to the bigger picture?

Our CDFA® financial advisor provides crucial support for both lawyers and clients when answering these questions.

What Services Does a Certified Divorce Financial Analyst® perform?

  • Evaluating short- and long-term impact: We identify the immediate and long-term consequences of dividing assets.

  • Analyzing tax implications: We consider the tax implications associated with various assets.

  • Assessing property viability: We help determine if you can afford to keep your matrimonial home.

  • Understanding insurance needs: We evaluate insurance requirements in the post-divorce scenario.

  • Forecasting inflation and investment returns: We project inflation rates and the potential returns on investments.

In addition to these services, a CDFA®:

  • Provides clients and lawyers with data that illustrates the financial impact of potential divorce settlements.

  • Can serve as an expert witness if the case goes to court, or in mediation and arbitration proceedings.

  • Possesses knowledge of tax issues relevant to divorce.

  • Has a solid understanding of the broader contextual issues associated with divorce planning.

  • Interviews clients to gather financial and expense data.

As a Certified Divorce Financial Analyst®, Matthew Lang provides objective, third-party insights with a focus on long-term value for both individuals. His expertise contributes to the fair distribution of divorce proceedings for all parties involved.

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