How to Choose a Certified Divorce Financial Analyst

Because working with a certified divorce financial analyst (CDFA®) will have such a huge positive impact on your current and long-term finances, choosing the right divorce mediator to be by your side should be carefully considered. From their level of experience to their approach to working with clients, it is important to be thorough when deciding which professional to choose. While the ultimate decision should be based on your own personal circumstances and professionals, it is important to interview your CDFA® thoroughly before you decide to hire them. Here are a few questions you should consider asking.

How many years of experience do you have working as a CDFA®?

Financial discovery is an intricate and complex process. A CDFA® who is familiar with the ins and outs of financial planning will be able to streamline your divorce proceedings and help you reach a property settlement agreement more efficiently, saving you precious time and serious headaches. At Divorce Financial Solutions, our CDFA® Veralynn Morris has more than three decades of experience in the financial planning industry, so she has the deep knowledge that you need to guide you through the financial aspects of the divorce process. At Divorce Financial Solutions, we offer services to clients in the following Maryland jurisdictions: Frederick, Washington, Allegany, Garrett, Howard, Carroll, Montgomery, Prince Georges, Anne Arundel, St. Mary’s, Baltimore and Harford Counties.

Are you comfortable providing expert witness testimony?

While it is not necessary in every case, working with a CDFA® who is experienced expert witness testimony is a major benefit if you have to go to trial due to custody disputes or other issues such as retirement plans, pensions, investments, business interests, forensics, separate property and their calculations, and division of marital property, to name a few. You should verify that an expert has never been disqualified as an expert in court. Veralynn is recognized as an expert at providing financial expert witness testimony and forensic services and she has extensive experience testifying in court. She has never been disqualified by the court as an expert witness.

How closely do you work with your clients?

Putting together the data needed to fortify a divorce case can be a complicated process and a CDFA® will work closely with you to find the right financial information to bolster your case. At Divorce Financial Solutions, Veralynn, her analysts, and staff strives to get to know each and every one of her clients, and work with the clients on a one-on-one basis so that she can help secure the best outcome for their unique situation.

Do you have a list of references I can contact?

Any reputable CDFA® should be happy to share references with you so that you can find out firsthand what it is like to work with them. Here at Divorce Financial Solutions, we keep up with our clients even after the divorce has been finalized. We like to see how our planning during their divorce, and well in to the future, has helped to secure a positive financial outcome. We are happy to provide references upon request.