Divorces are often deeply emotional periods for a person. Typically, they are complicated and challenging and can easily leave a person feeling overwhelmed. We find that it is important for divorcees to separate their financial well-being from the relationship that is ending.
Our team of financial advisors, including a Certified Divorce Financial Analyst (CDFA), has a lot of experience helping individuals through this challenging transition. As experienced advisors, we provide expert guidance to help you build a financial plan to avoid financial pitfalls. We can help you organize many of the tedious financial tasks and details so you have a foundation for good decision-making at this difficult time.
To help you begin thinking about your future we’ve developed a couple of resources:
- First, visit our Women in Financial Transition page and download our new white paper titled, Five Things Women Going Through a Financial Transition Should Know.
- Second, check out our blog, Three Things People Going Through a Divorce Should Consider in their Financial Planning.
Once you are ready, we are here for you. Our team is available for complimentary consultations where we can discuss your situation and suggest some recommended next steps. One of our specialties is coordinating with your other professionals — family law attorneys, accountants, and divorce mediators to name a few.
No one can make this easy, but we can help you make good decisions and access the resources you need. Through every stage of the divorce process, whether you are just planning to file or are at the end of the legal process, we’ll work with you and your other trusted professionals to protect your interests and empower you to take control over your financial future.
Ready to talk now? Feel free to call us or use the form below.
Want to skip right to the white paper, Five Things Women Going Through a Financial Transition Should Know? Click the image below to securely and privately download the free PDF.
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Written by Rob Freedman, Director of Marketing
Team Hewins, LLC (“Team Hewins”) is an SEC-registered investment adviser; however, such registration does not imply a certain level of skill or training, and no inference to the contrary should be made. We provide this information with the understanding that we are not engaged in rendering legal, accounting, or tax services. We recommend that all investors seek out the services of competent professionals in any of the aforementioned areas.
Explanation of Professional Designations
CDFA® – Certified Divorce Financial Analyst®:
The Certified Divorce Financial Analyst® (CDFA®) designation is issued by The Institute for Divorce Financial Analysts (IDFATM), which is a national organization dedicated to the certification, education, and promotion of the use of financial professionals in the divorce arena. Founded in 1993, IDFATM provides specialized training to accounting, financial, and legal professionals in the field of pre-divorce financial planning. Over the years, IDFATM has certified more than 5,000 professionals in the U.S. and Canada as Certified Divorce Financial Analysts® (CDFAs®).
The CDFA® designation is available to individuals who have a minimum of three years experience as a financial professional, accountant, or matrimonial lawyer. To acquire the designation, a candidate must successfully pass all exams and be in good standing with their broker-dealer (if applicable) and the FINRA/SEC or other licensing or regulatory agency.
To earn the designation, the participant must complete a series of self-study course modules and pass an examination for each module. The American module topics are:
- Financial and legal issues of divorce;
- Advanced financial issues of divorce;
- Tax issues of divorce;
- Working as a CDFA®: case studies.
Continuing Education (CE) – To retain the Certified Divorce Financial Analyst® designation, a CDFA® must obtain fifteen divorce-related hours of Continuing Education (CE) every two years, remain in good standing with the IDFATM, and keep his/her dues current.
To learn more about the CDFA® designation, visit www.institutedfa.com.
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