Going through a divorce can make you feel anxious, afraid and often overwhelmed. You may be wondering: Where do I start?
What do I need to know?
How can I protect myself and my children financially?
Who can help me?
At EP Wealth advisors we have a team of Certified Divorce Financial Analysts, or CDFA®s, who can help you answer all of those questions and more.
Whether you are planning to use mediation, collaborative law or litigation, we have the experience to help you make the best first steps.
A Certified Divorce Financial Analyst, or CDFA®, is a professional who is specially trained in divorce-related aspects of financial planning including the cash flow analysis to evaluate asset division, tax assessment of settlements, determination of community and separate property.
Qualifications for the CDFA® designation include three years of financial planning or legal experience, a bachelor’s degree and successful completion of course work and a comprehensive examination administered by the Institute for Divorce Financial Analysts (IDFA™).
It is important to note that CDFA® professionals, unless they are also licensed to practice law, cannot provide legal advice.
The divorce planning process continues after a divorce becomes final. We help you move forward with next steps such as:
Contact us today and we'll get you connected with one of our EP Wealth Advisors who can help you whether you're in the divorce process or in your next phase of life!
The Certified Divorce Financial Analyst (“CDFA®”) that are employed by EP Wealth Advisors, LLC are not practicing attorney, accountant, tax professional, or legal expert. All assessments and subsequent recommendations limited and are performed exclusively under the guise of financial planning. An attorney must be retained in order to professional and accurately assess legal options and/or to provide counsel. We also recommend consulting a CPA, accountant, or tax professional.
Hiring or working with a CDFA® does not guarantee or ensure that a client or prospective client will experience encouraging or favorable results.
Information presented is general in nature and should not be viewed as a comprehensive analysis of the topics discussed. It is intended to serve as a tool containing general information that should assist you in the development of subsequent discussions. Content does not involve the rendering of personalized investment, tax, or legal advice nor is it intended to supplement professional individualized advice by the appropriate professional(s).
The decision to work with a CDFA® professional will differ amongst clients and depend on individual circumstances of each respective client. There is no guarantee or warrantee that the services offered by EP Wealth Advisors, LLC and/or a CDFA® will satisfy your divorce service needs. Services offered by other professionals may align more to your specific needs.
EP Wealth Advisors, LLC. is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability