When building your divorce team, each member contributes certain strengths and expertise. Sometimes, it could be confusing to differentiate the roles of the CDFA® versus the CPA. Both roles are important. This is how I think about it: The CPA analyzes the NOW The CDFA® plans for the FUTURE A lot of times, the CDFA® relies on the analysis from the CPA to create the divorce financial plan. To get a better understanding, take a minute and a half to watch this video.
top of page
Recent Posts
See AllHey there, lovebirds! Today, I want to chat about something that might seem a little less romantic but is oh-so-important: prenuptial...
40
bottom of page
Comments