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What we do as a CFDS

As a Chartered Financial Divorce Specialist (“CFDS”) we…..

  • Provide an objective and neutral assessment of financial options.
  • Assist lawyers and/or mediators to design a settlement proposal that will maximize client’s satisfaction considering the available financial options.
  • Prepare net worth, cash flow and income statements for client and court purposes.
  • Provide a financial analysis of the couples’ assets, liabilities, incomes, child & spousal support payments taking into consideration inflation and changing tax consequences.
  • Provide insights to pension plans and other investment and insurance options including ongoing protection.
  • Show options for financial scenarios with projections for a minimum of 25 years.
  • Educate clients about the tax and other financial consequences of retaining or giving up certain assets Counsel clients on budget management during a difficult period of transition.

You’ve made the hardest decision – to separate. Call (403) 462-4996 now, or email us and find out just how easy it can be.