Divorce Financial Analyst Services
Due to the financial complexity of divorces, financial service professionals are being asked to play an important role helping individuals and their attorneys sort through the financial issues related to divorce.
A Certified Divorce Financial Analyst (CDFA) is trained to evaluate the tax implications of dividing property and the financial impact of various settlement options for dividing marital property (including pensions) and child and spousal support payments.
Herbein + Company, Inc. will work to determine the short and long-term financial impact of a proposed divorce settlement to ensure that it works now and in the future, and examine and analyze the financial issues of a divorce, providing clients and their attorneys with data to help strengthen their case.
- Pre-divorce financial planning to help clients understand the potential financial implications of separating households and assets and liabilities
- Help clients determine the short-term and long-term financial impact of any proposed divorce settlement
- Provide valuable information on financial issues related to the divorce, such as tax consequences, dividing pension plans, continued health care coverage, stock option elections and much more
- Take a neutral financial role in facilitative mediation and collaborative law
Keith R. Hoffman, CPA, CDFA – Reading, PA