A CDFA™ can provide litigation support for the lawyer and client on financial issues such as:

• The tax & financial effects of dividing property;

• Calculating Spousal and Child Support;

• Tax issues;

• Analyzing pension and retirement plans;

• Preparing Net Worth Statements and Projections;

• Determining the cost basis and capital gains on the sale of the marital home;

• Determining if the client can afford the marital home, and if not, what he/she can afford;

• Evaluating the insurance needs of the client, and determining if the client qualifies for COBRA;

• Determining earning capabilities; and

• Establishing assumptions for projecting inflation and rates of return.

• Brings an innovative and creative approach to settling cases.

• Provides the client and lawyer with data that shows the financial effect of any given divorce settlement.

• Appears as an expert witness in court or in mediation or arbitration proceedings.

• Is knowledgeable about specific tax laws that apply to divorcing couples.

• Has knowledge about the legal issues in divorce.

• Analyzes proposed settlements

• Is trained to interview clients to:

  • Collect financial and expense data;

  • Help them identify their future financial goals;

  • Develop a budget;

  • Set retirement objectives;

  • Determine how much risk they are willing to take with their investments;

  • Identify what kind of lifestyle they want; and

  • Determine what kind of education they want for their children.