The Financial Portrait is a document that provides a clear picture of the couple’s marital estate for purposes of determining alimony, child support, and the division of assets and liabilities. The Financial Portrait is assembled after both parties reply to a Client Information Sheet and provide documents as set out on a Divorce Checklist (include copy?)
The American Bar Association sets forth in this article the value of this document in the divorce process.
A CDFA professional is someone who comes from a financial planning, accounting or legal background and goes through an intensive training program to become skilled in analyzing and providing expertise related to the financial issues of divorce.
The CDFA professional will be responsible for:
The CDFA professional also:
Is trained to interview clients so as to:
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