A CDFA® in a Collaborative Divorce provides neutral representation to both parties. Acting in this capacity, the financial neutral will:
- Help the couple organize and understand their current financial situation and options for the future
- Present unbiased financial advice to both parties and other members of the collaborative divorce team (attorneys and coaches)
- Prepare reports that the couple can use to make educated and informed decisions including
- Budget Reports (current and projected)
- Property Statements
- Statements of Net Worth
- Detail of Tax Analysis Report
- After-Tax Cash Flow Spreadsheets (current and projected)
- Sale of Real Estate Report
- Pension Valuation Analysis and Summary
- Child Support and Alimony Reports