Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

CDFA® Process

How We Work

Dustin B. LaPorte, CFP®, CKA®, CCFS®, CDFA® is skilled at analyzing data and providing expertise on the financial issues of divorce. His role is to assist you and your attorney to understand how the decisions you make today impact your financial future. He takes on many roles in the divorce process:

Financial Expertise and Strategy

Our CDFA® professional provides you and your attorney with data analysis that shows the financial effect of any given settlement. We become part of the divorce team and provide support on financial issues such as:

  • Understanding the short-term and long-term effects of dividing property.
  • Analyzing pensions and retirement plans.
  • Determining if you can afford the marital home, and if not, what he or she can afford.
  • Recognizing the tax consequences of different settlement proposals.

Data Collection and Analysis

Dustin collects the financial data and performs analysis and helps you manage expectations of your financial future by presenting different scenarios and talking through budgeting and expenses. He is trained to:

  • Collect financial and expense data.
  • Help you identify your future financial goals.
  • Develop a budget.
  • Set retirement objectives.
  • Determine how much risk they are willing to take with their investments.
  • Identify what kind of lifestyle they want.

Expert Presenter and Litigation Support

In some cases, Dustin B. LaPorte, CDFA® is called upon to act as expert witnesses in court or in mediation proceedings.