Adding more financial planning resources to the Wealth Partners Alliance tool box....Wealth Partners Alliance is proud to announce that Financial Professional Madeleine Hall CDFA®has earned the Certified Divorce Financial Analyst™ (CDFA®) Certification.
A CDFA® is trained to provide financial advice on divorce cases and to educate clients on the financial implications of different divorce settlement proposals. The CDFA® designation is sponsored by the Institute for Divorce Financial Analysis. Certification requires successful completion of the CDFA® Exam, continuing education in the field and commitment to uphold the Institute’s Code of Ethics and Professional Responsibility.
To help effectively manage the transition through divorce and the years following, it may be important to have a knowledgeable CDFA® for a divorcing spouse who has not been frequently involved in managing the details of her/his finances, taxes, and investments during the marriage.
If you or someone you know is thinking about divorce, involving a Certified Divorce Financial Analyst® can assist in evaluating assets, liabilities, compensation, and available retirement and employee benefits. Madeleine and her team’s goal is to help shape the settlement in a way that best positions the client to manage their finances and maintain their current lifestyle post-divorce.