Many clients come to us from attorney referrals in order to help analyze the financial proposals made by the opposing party. We will analyze the liquidity, the tax implications, the cash flow and the overall pros/cons of a proposal before our client accepts the settlement agreement.

If you have concerns about dividing property, determining the future value of retirement, calculating alimony, or anything else related to the short and long-term financial impacts of your divorce, we can help.  You don’t have to risk agreeing to a settlement that does not serve you long term.

DFA Examples

Clients come to us with various financial concerns, such as:

- If the proposed Spousal Support is sufficient to cover their spending needs post-divorce

- If the assets proposed in a settlement come with a future tax burden if sold

- If they should take a lump sum payment in lieu of monthly spousal support payments and how it impacts mortgage refinancing for their marital home.

- What their potential capital gain exposure is if they sell their rental properties

- The benefits or drawbacks of keeping equity in the marital home versus retirement accounts

Every divorce case is unique. Feel free to call us or schedule a consultation, and we can discuss your specific concerns.

Working as a Certified Divorce Financial Analyst differs from working as a Forensic Accountant in that, in a DFA role only, we rely on the data provided by the client or the attorney, considering it representative of the assets, liabilities, income, and expenses.

When we are hired to perform Forensic Accounting and Litigation work, we assume the information may be lacking or in need of further analysis to ascertain the integrity of the data. Forensic Accounting and Litigation work requires us to look at the details of bank accounts, retirement accounts, credit card statements and any other document that we can utilize to "tell the real story" of what is going on financially.

Learn more about our Forensic Accounting Services here: