What is a CDFA® (Certified Divorce Financial Analyst®)

At Holistic Financial Partners, we understand that going through a divorce can be an emotionally challenging and complex process. One of the most critical aspects of a divorce is the financial aspect, and making well-informed decisions is essential for a secure financial future. That’s where a CDFA® (Certified Divorce Financial Analyst®) comes in. A CDFA® is a professional specializing in providing financial guidance and analysis during divorce, ensuring you make the best financial decisions for your future.

Collaborative Planning with Our Certified CDFA® Advisors

A Certified Divorce Financial Analyst® is a financial professional who has completed specialized training in divorce financial planning. They hold a certification from the Institute for Divorce Financial Analysts (IDFA™) and have demonstrated their expertise in this unique field.

During a divorce, a CDFA® can help you:

  • Understand the short-term and long-term financial implications of various divorce settlement options.
  • Assist in developing a comprehensive financial plan that considers your post-divorce needs and goals.
  • Guide on tax implications, asset division, retirement planning, and other financial matters related to your divorce.
  • Ensure that your financial settlement is equitable and fair, considering factors such as income, expenses, assets, and liabilities.
  • Help you avoid common financial pitfalls and make well-informed decisions throughout the divorce process.

Why choose Holistic Financial Partners?

At Holistic Financial Partners, we pride ourselves on providing comprehensive wealth management and financial planning services. Our team of experienced professionals is dedicated to helping you navigate the financial complexities of divorce. By choosing us, you benefit from the following:

  • A team of dedicated and compassionate professionals who understand divorce’s emotional and financial challenges.
  • A personalized approach to your unique financial situation ensures your needs and goals are met.
  • Access to various financial services, including investment management, retirement, and tax planning.
  • A commitment to ongoing education and staying up-to-date on the latest financial strategies and best practices related to divorce.
  • A network of trusted professionals, including attorneys, mediators, and counselors, who can assist with various aspects of your divorce.


What is the difference between a CDFA® and a divorce attorney?

A CDFA® focuses on the financial aspects of divorce, while a divorce attorney deals with the legal aspects. While a divorce attorney can provide legal advice and representation, a CDFA® can help you understand the financial implications of your decisions and develop a comprehensive financial plan for your post-divorce life.

How much does it cost to work with a CDFA®?

The cost of working with a CDFA® varies based on your specific needs and the complexity of your financial situation. At Holistic Financial Partners, we provide a transparent fee structure and will discuss costs with you upfront during our initial consultation.

Can I work with a CDFA® if my spouse and I use mediation for our divorce?

Yes, a CDFA® can work with you and your spouse during mediation to ensure that the financial aspects of your divorce are addressed fairly and equitably.

Secure Your Financial Future – Connect with Our CDFA® Experts Today

Don’t let the financial complexities of divorce leave you feeling overwhelmed and uncertain. At Holistic Financial Partners, our Certified Divorce Financial Analysts® are here to provide the guidance and support you need to make well-informed financial decisions during this challenging time. Contact us today to schedule a consultation and plan for a secure financial future.

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