What is a Certified Divorce Financial Analyst?
The role of a CDFA® (Certified Divorce Financial Analyst) is to help both the client and their attorney understand how today’s financial decisions may affect the client’s future—based on realistic financial assumptions and projections.
The Certified Divorce Financial Analyst® also:
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Provides the client and lawyer with data that shows the financial effect of any given divorce settlement.
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Appears as an expert witness if the case should go to court, or in mediation or arbitration proceedings.
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Is familiar with tax issues that apply to divorce.
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Has background knowledge of the legal issues in divorce.
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Is trained to interview clients so as to:
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Collect financial and expense data.
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Help client’s identify their future financial goals.
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Develop a budget.
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Set retirement objectives.
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Determine how much risk they are willing to take with their investments.
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Identify what kind of life style they want.
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Determine the costs of their children’s education.
Experience & Credentials
Certified Divorce Financial Analyst® (CDFA®)
Family Law Mediation Certified
Wealth strategist for professionals and families
Over 10 years supporting women through divorce and beyond
Certifications
Clients receive expert guidance shaped by nationally recognized credentials and a deep commitment to their well-being. With designations like CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Divorce Financial Analyst® (CDFA®), and Chartered Retirement Planning Counselor® (CRPC®), advice is both trusted and tailored.
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Memberships with NAPFA, the Institute for Divorce Financial Analysts, and the CFP Board reflect a strong foundation in transparency and fiduciary care. Training with Texas mediation associations and involvement in Collaborative Divorce Texas and Collin County provide calm, strategic support during major life changes.
Women Organizations
Community engagement includes active roles in the Frisco, Prosper, and McKinney Chambers of Commerce. The commitment extends to women-centered groups like 4Word, Global Women’s Empire, Women Enhancing Business, Ladies in Leadership, and the Women’s Alliance of McKinney. These are organizations where women support and uplift each other to grow, lead, and thrive.
