High net worth divorces involving significant assets can be incredibly complex, but a Certified Divorce Financial Analyst (CDFA®) can make all the difference.
Managing Complex Financial Portfolios
In high net worth divorces, intricate portfolios often include multiple properties, stocks, bonds, and other valuable assets. A CDFA® provides the expertise needed to make informed decisions regarding these assets, ensuring a fair distribution.
Addressing Tax Implications
Tax implications play a crucial role in divorce settlements. A CDFA® assists in planning to minimize the overall tax burden on both parties. They can also conduct forensic analysis if there’s a suspicion of asset concealment, helping to uncover hidden financial details.
The Role of Mediation and Expert Testimony
Mediation can save time and money. With a CDFA® acting as a neutral expert, both parties can better understand the financial implications of various proposals, leading to smoother negotiations and more equitable outcomes. If mediation isn’t an option, a CDFA® can work with your attorney as a consultant, providing expert testimony during the trial if needed.
Learn More About CDFA® Support
Curious about how a CDFA® can support your divorce journey? Schedule Your Complimentary Divorce Strategy Session Today to learn how we can help you through this challenging time.
Take Control of Your Future
When you consider divorce, or if you know someone who is contemplating divorce, one of the biggest realities for those in the divorce process is the financial settlement and financial analysis post-divorce. Get the assistance of Berni Stevens, a Mediator, Certified Divorce Financial Analyst® (CDFA®), and divorce coach.
Berni provides step-by-step guidance on matters related to divorce. With a wide range of experience and expertise related to divorce issues, Berni will simplify the process and provide much-needed clarity in areas such as long-term tax consequences, asset, and debt analysis, dividing pension plans, continued health care coverage, stock option elections, protecting support with life insurance, and much more. She can also guide you through building an effective parenting plan, and getting your divorce processed through the court.
