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Benefits of Certified Divorce Financial Analysts

To illustrate the varied work that Divorce Certified Divorce Financial Analysts perform in the divorce process, the following are examples of the diverse services offered:

  • Initial Review
    • Document marital standard of living through historical spending patterns
    • Compile, organize and value assets and liabilities
    • Review tax returns and financial statements
    • Examine psychological attitudes toward money
    • Review and prioritize goals
    • Estimate immediate needs
    • Track money flows through brokerage statements
    • Review employee benefits plans
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  • Negotiation
    • Help clients understand, evaluate and negotiate settlement proposals
    • Tax impact settlement proposals
    • Minimize taxes through the efficient allocation of personal and real estate tax deductions
    • Develop realistic post divorce budgets
    • Set up 10/15 year post-divorce cash flow projections
    • Calculate appropriate amounts of life insurance to guarantee support payments
    • Calculate value of marital versus separate property of IRA, 401K & pension accounts
    • Review retirement and educational funding plans
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  • Trial
    • Testify before the courts in many states on issues of personal lifestyle, cash flow needs and workability of settlements.
    • Design a PowerPoint presentation explaining complex financial issues for use by client’s attorney before the court
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  • Post-Settlement/Trial
    • Research and draft or assist in the drafting of QDRO documents
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  • Post Divorce
    • Set up budgeting and money management systems
    • Through a myriad of professional relationships, Implement financial plans
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Client-Centered Approach

Since a client’s resources are limited, a key strategy in Divorce Financial Planning is helping to prioritize their goals. Certified Divorce Financial Analysts take the time to get to know clients and to understand each client’s financial needs, goals, knowledge of personal finance and, equally important, psychological attitudes toward money. Part of a Certified Divorce Financial Analysts job is to explain how different financial vehicles work, set up systems to provide budgeting feedback and help the client become aware of negative spending patterns.
The financial decisions that clients make in a divorce are often the most important financial decisions they will make in their lifetime. During negotiations, Certified Divorce Financial Analysts help clients evaluate settlement proposals and suggest alternatives helping clients to make informed decisions. By understanding the financial issues at stake in maintaining their lifestyles, individuals become empowered to make important decisions to complete their divorce.

Forward-Thinking Perspective

Another quality of financial planning is its orientation toward the future. Planning for the future is an essential part of every divorce. Settlements that look fair initially may become inequitable or unworkable over time. A standard part of the planning process is the projection of future results. For instance, Certified Divorce Financial Analysts project retirement income into the future in order to calculate the annual contribution necessary for a desired post-retirement lifestyle. Divorce planners are cognizant of how a person’s financial situation can change over time and produce ten-year cash flow projections of settlement proposals in order to check long term workability.


It makes sense to have an expert in divorce planning as part of the divorce team. Including a Certified Divorce Financial Analyst in the divorce process, who happens to be a trained accountant, will set a higher standard of matrimonial practice and more efficient utilization of an attorney’s time. Attorneys can save much of the time they spend on financial detail; clients obtain a more in depth understanding of their financial options. The benefits gained by utilizing a Certified Divorce Financial Analyst more than outweigh the expenses and permit attorneys to work more efficiently.