A CDFA® (Certified Divorce Financial Analyst) is a financial professional skilled at analyzing data and providing expertise on the financial issues of divorce. The role of the CDFA® professional is to assist the client and his or her attorney to understand how the decisions he or she makes today will impact the client’s financial future. A CDFA® can take on many roles in the divorce process.
New Path Planning serves both men and women contemplating divorce or already in the process of. I work with clients locally and across the south. A large part of my business is done remotely through secure channels.
We also assist attorneys and mediators with the financial aspects of the divorce process.
A Certified Divorce Financial Analyst is not a lawyer, and he/she cannot provide legal or tax advice.
The role of the CDFA professional is to assist the lawyer with financial issues related to the divorce – not to replace the lawyer. It is critical that clients seek their own legal counsel to ensure their interests are properly represented.
A CDFA professional's role is to take information provided by the clients and their lawyers, analyze the proposals, and show them the results of the analysis. A CDFA will also serve as a divorce financial planner and show the financial results of different options that are suggested by their clients and/or lawyers.
