Some of the most common questions we hear from clients…
What is a Certified Divorce Financial Analyst® professional?
A Certified Divorce Financial Analyst® professional is one who specializes in the financial issues surrounding divorce. The role of the Certified Divorce Financial Analyst® professional includes acting as an advisor to one party, as a mediator for both parties, or in support of a divorce attorney. A Certified Divorce Financial Analyst® professional uses advanced knowledge in all financial aspects of divorce including pension valuation, marital vs. separate property, and tax optimization of settlements to forecast the short and long-term effects of any settlement.
A fiduciary has the highest ethical obligation to put your interests ahead of their compensation and any other considerations. We are fiduciaries – this is a fundamental value of ours and we wouldn’t have it any other way.
How to you charge for your work?
We provide advice, not products. Since we are held to the fiduciary standard, we have to act in your best interest regardless of the compensation we receive. We believe this is the fairest form of compensation and aligns our interests with yours.
We charge either an annual fee based on the assets we are managing, hourly or per project. We also receive commissions on some products that are sold (i.e. insurance).
Do I have to pay for the first meeting?
No. The first meeting will be free and it will be a working session where we will provide value to you from the start. Bring your financial questions with you. If we don’t end up working together now, sign up for the blog to receive ongoing financial education and hopefully we can work together in the future.