For
Attorneys
Perhaps the best service Michelle can offer is the ability and
patience to help your clients come to terms with the financial reality of their situations
and their expectations. Having a Certified Divorce Financial Analyst (CDFA) on your team
of outside experts allows you to outsource the financial details that consume your time. A
CDFA allows you to stay in control of your case, but delegate the aggravating and tedious
details.
- Lifestyle analysis (for accurate expenses history)
- Projected Needs Analysis (future budgeting, going forward and
immediate cash flow needs)
- Net Worth Statement Preparation
- Review and analysis of corporate benefits, deferred compensation
and pension plans
- Life insurance securitization calculations
- In general, a financial zoom lens for your cases and clients
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