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  • Candace E. Duecker, CFP®, CDFA®

When Should a CDFA® Professional Join Your Divorce Team?

A Certified Divorce Financial Analyst® professional is usually not the first advisor to come to mind when a couple has made the decision to divorce. Yet, it is widely known that divorce settlements are often complex, costly, and emotionally charged. It is recommended to engage with a CDFA® professional as soon as possible in the divorce process to help minimize potential conflicts and costs. Having a CDFA® professional who can provide an objective financial assessment of the proposed settlements, before the divorce is finalized, can help increase the divorcing parties’ potential to reach a truly fair agreement. There are other scenarios that could make a CDFA® professional a noteworthy resource to consider as well. What happens if a financial advisor finds themselves in a conflict of interest and severs their advisory agreement with the divorcing couple until after the divorce is finalized? Or, what happens if the idea of sharing an advisor with a soon to be ex-spouse is unappealing or not an option? A CDFA® professional could help with important financial decisions during the transition, giving more time to think about who the next financial advisor will be after the divorce is final.



This information is not intended to be, and should not be construed as, investment, legal or tax advice. You should consult with a qualified financial professional or attorney for advice specific to your situation. Past performance is not an indicator of future results.

Information and recommendations contained in SoulFINANCIAL's commentaries and writings are of a general nature and are provided solely for the use of SoulFINANCIAL, its clients and prospective clients. This content is not to be reproduced, copied or made available to others without the expressed written consent of SoulFINANCIAL.

These materials reflect the opinion of SoulFINANCIAL on the date of production and are subject to change at any time without notice. Due to various factors, including changing legal environment, market conditions, or tax laws, the content may no longer be reflective of current opinions or positions.

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