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Step by Step Process These are the steps Darlys will take as she works with you as your CDFA™:
Step 1: Meet
During your initial meeting, you and Darlys will discuss your current financial situation, immediate and long-term goals, concerns and objectives. A Mandatory Case Disclosure and other financial statements and information will be reviewed as well.
Step 2: Discover
Darlys will identify assets, debts, income and expenses along with tax, insurance, retirement and other financial issues.
Step 3: Analyze and Report
Darlys will provide reports and graphs that analyze net worth, cash flow, tax implications and alternative property division projections and examine the after tax effects and long term consequences of all proposed settlements.
Step 4: Review
Darlys will meet with you and your attorney, and other professionals as needed, to answer questions and make revisions.
Step 5: Recommend
Darlys will provide information and options that will help you make prudent, workable decisions.
Step 6: Post Divorce Follow-up
Darlys can develop a checklist that transition the specifics from the divorce settlement, help you create a road map towards where you need to go and keep in touch with you on a periodic basis.
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