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Get Certified Divorce Financial Analyst

LISA C. DECKER Certified Divorce Financial Analyst www.DivorceMoneyMatters.com 6785622599Divorce Financial Analysis Services Client Information Packets detailed questionnaire helps you to get organized.

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How to fill out the Certified Divorce Financial Analyst online

Completing the Certified Divorce Financial Analyst form is an essential step in equipping yourself with a thorough understanding of your personal finances during a divorce. This guide provides clear instructions for filling out the form accurately and efficiently, ensuring you provide all necessary information.

Follow the steps to fill out the Certified Divorce Financial Analyst form online.

  1. Click ‘Get Form’ button to access the Certified Divorce Financial Analyst form and open it for editing.
  2. Begin with the general information section. Input your name, address, contact details, age, and date of birth in the designated fields. This information helps create a profile for your analysis.
  3. Provide details about your spouse, including their name, address, contact information, age, and date of birth. Indicate their attorney and preferred method of contact in the appropriate sections.
  4. Fill in your marriage details, such as the date of marriage, duration, date of separation, and any prior marriages or agreements. This section helps outline your marital status.
  5. Indicate your divorce status by selecting one of the provided options, such as 'Contemplating' or 'In the Process' to offer insight into your current situation.
  6. List your dependent children and their details including names, birth dates, and any unique circumstances affecting their welfare, such as health considerations or potential custody issues.
  7. Inquire about any settlement proposals being considered, detailing your and your spouse's offers regarding asset division and support payments.
  8. Document both your and your spouse's occupational information and projected incomes, including any bonuses or anticipated career changes. This information is crucial for financial analysis.
  9. Provide insights into monthly income and expenses, capturing detailed breakdowns of total monthly expenses and sources of income. Ensure to document any expected tax refunds.
  10. List both marital and non-marital assets, detailing properties, accounts, and any debts. Make sure to indicate their values and account balances accurately.
  11. Complete the subsections for insurance policies and legal agreements, being sure to specify monthly premiums and coverage details. This gives a full picture of financial commitments.
  12. Review your entries for accuracy and completeness. Once satisfied, save changes, and consider downloading, printing, or sharing the form with relevant parties.

Start filling out your Certified Divorce Financial Analyst form online today to take a step towards securing your financial future during your divorce.

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A certified divorce financial analyst (CDFA) helps couples and their attorneys achieve equitable divorce settlements using knowledge of tax law, asset distribution, and short- and long-term financial planning. A CDFA can provide in-depth financial analysis and advice to attorneys and couples relating to the divorce.

Should a divorcing person hire a CDFA® instead of a divorce lawyer? Definitely not! The IDFA™ highly recommends that any person getting a divorce seek legal counsel. The CDFA professional's role is to assist the lawyer – not to replace the lawyer.

When you work with a CDFA®, the hourly cost usually ranges from $250 an hour to $400 an hour depending on experience and complexity of the case involved. CDFAs® can be thought of as your divorce financial advisor.

What Does it Cost to Work with a CDFA®? typically works on an hourly basis, although some may provide a flat fee for a specified number of hours. When you work with a CDFA®, the hourly cost usually ranges from $250 an hour to $400 an hour depending on experience and complexity of the case involved.

A CDFA® is someone who comes from a financial planning, accounting or legal background and goes through an intensive training program to become skilled in analyzing and providing expertise related to the financial issues of divorce.

A CDFA has specialized training in the financial and tax aspects of divorce, while a CFP has broad expertise across all facets of financial planning. There are other highly specialized divorce financial analyst specialists who may be able to assist you as well.

Individuals with a Bachelor's degree and a minimum of three years of professional experience in finance or divorce are eligible to enroll in the CDFA program. IDFA will accept ten years of professional experience from those candidates that do not have a Bachelor's degree.

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