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How Can a CDFA Help Your Patients ?
Divorce is a emotionally exhausting time and many people are not in the best frame of mind to make financial decisions that will affect their and their family’s lives for years to come. This is when the addition of a CDFA® to their divorce team can be a wise move.
More often than not, a Certified Divorce Financial Analyst® is a financial planner that after going through the divorce process themselves realizes how invaluable having an unbiased, experienced and empathetic financial advisor can be. As a result, they commit to strengthen their knowledge regarding the financial intricacies of divorce by taking part in the Institute for Divorce Financial Planning’s educational curriculum and exam.
A CDFA®’s goal is also to act as a financial coach. We help organize the financial data, establish priorities, create projections for the future, evaluate settlements and help develop a plan to move forward. We also hope to mitigate the turmoil divorce can bring by showing clients what is worth negotiating for and what may need to be let go.
Kristi Tidwell, CFP®, CDFA®
New Path Planning, LLC
Investment advisory services are offered through Asset Dedication, LLC, an SEC registered investment advisory firm.