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CPAs and Financial Consultants
As a financial consultant or CPA, you probably have clients who are going through a divorce and will need financial advice specifically tailored to their divorce.
Avoid Conflict Pitfalls
To avoid a conflict of interest -- in case you have both spouses as clients – it is unlikely you will want to dispense divorce-related financial advice, especially involving the splitting of accounts or addressing other financial matters in which you are affiliated. Making biased recommendations toward the dominant spouses can become a liability issue for you or may result in losing one or both clients for good. As a CDFA, Darlys can help you avoid these pitfalls and assist you to guide your clients through this phase of their lives.
Non-Compete
For professional purposes, Darlys maintains a non-compete policy and will not solicit your clients for any financial products or services. No financial recommendations are made before, during or after the divorce process.
Fee Based
Darlys is a fee-based professional who offers divorce financial analysis and does not deal with financial products or planning. In fact, during the divorce financial analysis phase, no specific investment recommendations are given. The analysis focuses on cash flow, tax implications and budgets. Divorce financial analysis complements the services you offer your clients and does not replace what you do for your clients.
No Tax Services
Darlys does not service the tax accounting needs of your clients. She adds value to your firm and your clients by providing divorce-related financial analysis, especially long-term projections of various divorce settlements. Return to Divorce Professionals
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