Divorce Planning and Consulting services offered through Jerry Boda, CFP®, CDAF™ at Boda Financial Group, Inc.

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Jerry Boda, CFP®

Certified Divorce Financial


The financial ramifications of a divorce can be devastating. But with proper planning and expert help from professionals specializing in financially equitable divorce settlements, you can increase your chances of arriving at a settlement that fully addresses your long-term financial needs -- and your spouses too.

 

What's missing in most divorce processes is financial expertise. A Certified Divorce Financial Analyst™ can forecast the long-term effects of the settlement.

 

By using a Certified Divorce Financial Analyst™, both partners have a clearer view of their financial futures. Only then can they approach a settlement that fully addresses the financial needs and capabilities of each. To learn more about how a Certified Divorce Financial Analyst™ can help you plot your financial future with Divorce Plan software, read the case example "click here".

Who do CDFA™’s help?

CDFA™’s help clients determine the short term and long-term financial impact of any proposed divorce settlement. They also provide valuable information on financial issues that are related to the divorce, such as tax consequences, dividing pension plans, continued health care coverage, stock option elections and much more.

 

CDFA™’s also helps attorneys by helping the client make financial sense of proposals. CDFA™’s gives attorneys the tools they need to help prove their case.

 

Should a person hire a CDFA™ instead of an attorney?

Definitely not! The IDFA™ highly recommends that any person getting a divorce seek legal counsel. The CDFA™’s role is to assist the attorney, not replace the attorney.

 

Do CDFA™’s help only men or only women?

CDFA™’s are trained to advocate for men and women. The CDFA™ simply interprets the numbers and helps the attorney build a strong case that’s in the client’s best interest.

 

Can CDFA™’s act as a neutral party to help a couple reach a settlement?

Many CDFA™’s are also trained mediators and often take a role in facilitative mediation and collaborative law. However, CDFA™’s are not attorneys and cannot give out legal advice. The IDFA™ always recommends that any person going through a divorce receive independent legal advice.