Question 1

What is a CDFA®?

Accepted Answer

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.

Question 2

Who do you work with?

Accepted Answer

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.

Question 3

At what point does a client contact you?

Accepted Answer

Our services are beneficial at all stages of the divorce process. It is optimal, however, to contact us when divorce is initially considered. We can help you think through potential financial issues before you take action.

Question 4

Does a CDFA® replace an attorney in a divorce case?

Accepted Answer

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.

"Don't make guesses about your financial future. Let me provide the insights you need to make informed financial decisions"

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