Why should you use a Certified Divorce Financial Advisor (CDFA)?

/Why should you use a Certified Divorce Financial Advisor (CDFA)?
Why should you use a Certified Divorce Financial Advisor (CDFA)? 2018-01-04T10:56:39+00:00

Why should you use a CDFA?
Splitting marital and non-marital assets can be tricky – just because two columns add up to be equal doesn’t mean that it’s equitable. A CDFA is someone who can help you gain confidence and strength in your position. They help you to save time and money, understand your share of the assets, and answer the many questions that come up during the divorce process.

Mark Hegstrom, CDFA

Why Mark Hegstrom?

Because I have been through the process of divorce myself, I know there is uncertainty about many things – which is why I have spent the past 15 years working as an advisor to divorcees, helping them create a sense of confidence in moving through the divorce process. The service I provide is compassion first: I listen and lay out a plan that we move through together.

What you get:

  • Initial Consultation (90 minutes)
  • Review Your Completed Questionnaire
  • Forecast Living Expenses
  • Prepare a Budget
  • Inventory of Incomes, Assets, and Debts
  • Explain the Differences of Types of Assets

How much does it cost?

Basic CDFA Package – $750 (Most cases fall into this package.)

From the Initial Consultation, I prepare a Summary, Budgets and Asset Inventories. During a follow-up meeting, I will present these reports, discuss and make changes as necessary. After the meeting, I will prepare final Asset Inventory and Budget and send it to you. We will review over the phone or in person; phone consultations are included in this package.

Intermediate CDFA Package – $1,800 (May be billed in installments.)

This package includes the services in the Basic Package, as well as two additional meetings. It is designed for people who find value in meeting in between mediation sessions, or find that inventories and budgets need to be changed as the case progresses. Phone consultations included.

Advanced CDFA Package – $3,000 (Additional time is billed as necessary.)

Designed for more complicated cases, it includes the services in the Basic and Intermediate Packages, on-going support (both phone and in-person meetings), meeting with you and your attorney and up to 15 hours of CDFA services.

For more information, visit www.waterfrontfinancialgroup.com/divorce,
or call 952.236.1755 to schedule your initial consultation.