Sentences with phrase «as certified divorce financial analyst»

A neutral financial specialist, preferably trained as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), trained as a Certified Divorce Financial Analyst (CDFA), assists in understanding and assessing the family's financial circumstances and provides guidance and education in budgeting, tax issues, implications of proposed settlements, using financial data to promote discussion and settlement.

Brian has an MBA and is designated as a Certified Divorce Financial Analyst.

In May, I was designated as a Certified Divorce Financial Analyst ® by the Institute of Divorce Financial Analysts ® and am now one of approximately fifty to obtain that certification in North Carolina.

You and the other members of our Collaborative Divorce team, benefit from my more than 25 years of professional experience as a Certified Public Accountant (CPA), Financial Planner - Personal Financial Specialist (PFS) with the added specialized training as a Certified Divorce Financial Analyst (CDFA) professional.

As a Certified Divorce Financial Analyst, Dawn is experienced in working with clients helping them identify and understand the financial issues of divorce.

In addition, they will have additional specialized training and certification in the divorce specialty, such as the Certified Divorce Financial Analyst (CDFA) designation.

Steve qualified as a Certified Divorce Financial Analyst in 2003, and since then has been trained in mediation, collaborative divorce, QDRO preparation, business valuation, early neutral evaluation, and advanced family law issues.

I now specialize, as a Certified Divorce Financial Analyst (CDFA), in the financial issues faced by divorcing couples.

As a Certified Divorce Financial Analyst ® and Certified Financial Planner ®, I am able to help create a picture of the potential short and long - term consequences of possible settlements BEFORE you make a commitment that could be difficult or impossible to change.

The majority of her career was with Charles Schwab in their Private Client division until she joined Registered Investment Advisor firm Clarity Financial in 2012 where she continues to provide full - service financial planning and investment management in addition to the divorce services as a Certified Divorce Financial Analyst at Smarter Divorce Solutions.

Over the years, we have certified more than 5,000 professionals in the US and Canada as Certified Divorce Financial Analyst ® (CDFA ®) professionals.

She earned her Bachelor's Degree in Sociology from Brandies University and has completed her courses as a Certified Divorce Financial Analyst.

Among the first to be qualified as a Certified Divorce Financial Analyst ®, she contributes her broad knowledge to improving the tools so essential to developing future financial plans for her divorcing clients.

As a Certified Divorce Financial Analyst and Certified Financial Planner professional, the most common questions I get asked is: How much will I be able to retire on, and when can I retire?

As a Certified Divorce Financial Analyst my mission is to assist clients, and their attorneys, to understand how the financial decisions made in the emotionally charged environment of divorce will impact the financial future of all parties.

Christine has worked as a Certified Divorce Financial Analyst (CDFA) for more than a decade and currently serves as the Principal at Divorce Wealth Strategies, LLC.

Over the years, we have certified more than 5,000 professionals in the US and Canada as Certified Divorce Financial Analyst ® (CDFA ®) professionals.

As a certified divorce financial analyst working in the mediation process, I always review the details of the financial agreement with my client before they go their lawyer so that they are very aware of the agreement and what it means financially for them going forward.

- As Certified Divorce Financial Analysts (CDFAs), R Financial Recap's team can help you make informed financial...

As Certified Divorce Financial Analysts (CDFAs), R Financial Recap's team can help you make informed financial decisions before you reach your settlement.

Not exact matches

One of the benefits of working with a Certified Divorce Financial Analyst, such as myself, is that we will review this with you, and ensure that you have received the portion of CPP that you are entitled to.

Things such as Bachelor of Science: Accounting, Master of Science in Taxation, and Certified Divorce Financial Analyst, and Registered Tax Return Preparer are essential to include on your resume.

In my role as a Financial Professional who holds the CDFA, (Certified Divorce Financial Analyst) designation, I have witnessed the good, bad and ugly when it comes to the impact of unchecked emotions may have in the divorce pDivorce Financial Analyst) designation, I have witnessed the good, bad and ugly when it comes to the impact of unchecked emotions may have in the divorce pdivorce process.

About Lisa Decker: Lisa C. Decker, Certified Divorce Financial Analyst, is a discreet problem - solver as she helps clients move from confusion to clarity in their divorce guiding them step - by - step from contemplation through compDivorce Financial Analyst, is a discreet problem - solver as she helps clients move from confusion to clarity in their divorce guiding them step - by - step from contemplation through compdivorce guiding them step - by - step from contemplation through completion.

As a Certified Public Accountant (CPA) and Certified Divorce Financial Analyst (CDFA), Ann Marie O'Hare helps clients address as well as resolve the financial issues that arise during times of transition, with a specialty in assisting clients going through a divorcAs a Certified Public Accountant (CPA) and Certified Divorce Financial Analyst (CDFA), Ann Marie O'Hare helps clients address as well as resolve the financial issues that arise during times of transition, with a specialty in assisting clients going through a dDivorce Financial Analyst (CDFA), Ann Marie O'Hare helps clients address as well as resolve the financial issues that arise during times of transition, with a specialty in assisting clients going through aFinancial Analyst (CDFA), Ann Marie O'Hare helps clients address as well as resolve the financial issues that arise during times of transition, with a specialty in assisting clients going through a divorcas well as resolve the financial issues that arise during times of transition, with a specialty in assisting clients going through a divorcas resolve the financial issues that arise during times of transition, with a specialty in assisting clients going through afinancial issues that arise during times of transition, with a specialty in assisting clients going through a divorcedivorce.

Also participating as panelists were attorney and Certified Family Law Specialist Frann Setzer, and attorney and Certified Divorce Financial Analyst Meredith Lewis.

They also recognize the advantages of working with a neutral financial professional such as a Certified Financial Planner or Certified Divorce Analyst, especially when there are important assets or property involved as part of the financial sefinancial professional such as a Certified Financial Planner or Certified Divorce Analyst, especially when there are important assets or property involved as part of the financial seFinancial Planner or Certified Divorce Analyst, especially when there are important assets or property involved as part of the financial sefinancial settlement.

SCPG utilizes a financial professional who has been licensed as a Certified Financial Planner (CFP), a Certified Public Accountant (CPA), and / or a Certified Divorce Financial Analysfinancial professional who has been licensed as a Certified Financial Planner (CFP), a Certified Public Accountant (CPA), and / or a Certified Divorce Financial AnalysFinancial Planner (CFP), a Certified Public Accountant (CPA), and / or a Certified Divorce Financial AnalysFinancial Analyst (CDFA).

This person may also be certified as a divorce financial analyst (CDFA) which means that he or she has additional training for the collaborative setting.

Ask a Financial Professional: Are you a licensed CPA or CFP certified as a divorce financialFinancial Professional: Are you a licensed CPA or CFP certified as a divorce financialfinancial analyst?

A Certified Divorce Financial Analyst can help you gather and organize your assets and debts as well as your income and expenses.

Nancy is also committed to helping people whose lives have been upended by a traumatic event, such as divorce, which motivated her to get Certified Divorce Financial Analyst ™ desigdivorce, which motivated her to get Certified Divorce Financial Analyst ™ desigDivorce Financial Analyst ™ designation.

Besides being certified as a Family Law Specialist by the State Bar, I am one of a handful of North Carolina family law attorneys who has the distinction of being a Certified Divorce Financial Analyst certified as a Family Law Specialist by the State Bar, I am one of a handful of North Carolina family law attorneys who has the distinction of being a Certified Divorce Financial Analyst Certified Divorce Financial Analyst ® (CDFA).

The Neutral Financial Professional is a licensed Certified Financial Planner (CFP) or Certified Public Accountant (CPA) who also has been certified as a Divorce Financial Analyst who helps the couple evaluate their financial situation and develop creative solutions to complex financial Financial Professional is a licensed Certified Financial Planner (CFP) or Certified Public Accountant (CPA) who also has been certified as a Divorce Financial Analyst who helps the couple evaluate their financial situation and develop creative solutions to complex financial Certified Financial Planner (CFP) or Certified Public Accountant (CPA) who also has been certified as a Divorce Financial Analyst who helps the couple evaluate their financial situation and develop creative solutions to complex financial Financial Planner (CFP) or Certified Public Accountant (CPA) who also has been certified as a Divorce Financial Analyst who helps the couple evaluate their financial situation and develop creative solutions to complex financial Certified Public Accountant (CPA) who also has been certified as a Divorce Financial Analyst who helps the couple evaluate their financial situation and develop creative solutions to complex financial certified as a Divorce Financial Analyst who helps the couple evaluate their financial situation and develop creative solutions to complex financial Financial Analyst who helps the couple evaluate their financial situation and develop creative solutions to complex financial financial situation and develop creative solutions to complex financial financial problems.