Divorce Financial Analyst

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Certified Divorce Financial Analyst Services

Certified Divorce Financial Analyst (CDFA) specializes in the financial issues surrounding divorce. As a CDFA based in the Dallas/Fort Worth metro area but licensed nationwide, Cathy delivers professional––and discrete––financial expertise that helps you negotiate the best divorce settlement possible. While your attorney provides legal counsel, Cathy thoroughly analyzes all financial matters including tax consequences, asset distribution, retirement plan division, continuing health care coverage, and more. Working side-by-side with your divorce attorney, Cathy helps build a strong financial case that supports your best interests.

Certified Divorce Financial Analyst (CDFA) services

Cathy provides divorce-related financial analysis and planning services regarding:

  • Defining and distributing property
  • Retirement plan division
  • Strategies for equitably dealing with the marital home
  • Child support
  • Social security
  • Insurance
  • Debt, credit, and bankruptcy
  • Spousal support

We invite you to schedule an appointment today to discuss your specific situation in detail. Cathy’s initial consultation is $200, which will be applied towards your account if you choose to move forward with Cathy as your personal CDFA. Cathy is based in the Dallas/Fort Worth metro area, but is licensed nationwide. You may schedule a face-to-face appointment in our Addison, Texas office or can reach us by phone at 972.473.4700. For individuals seeking CDFA assistance, Cathy works with clients with a minimum of $500,000 in assets, not including their home value.

This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. Please consult with a professional specializing in these areas regarding the applicability of this information to your situation. NOT FDIC INSURED. NOT BANK GUARANTEED. NOT INSURED BY ANY STATE OR FEDERAL AGENCY. You may read our privacy and usage policies by clicking here.

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