CDFA® Steps

Although the scope of service for divorce financial engagements will vary, this is our process:

Step #1: Establish and Define the Relationship with You

• Mutual agreement regarding the scope of service(s) to be provided.
• Agreement regarding fee arrangement and/or compensation.
• Disclose any limitations or conflicts of interest.
• Determine our and your responsibilities.
• Providing any additional information necessary to define or limit the scope of service.

Step #2: Gather your data and information relevant to the engagement

• We will obtain sufficient quantitative and qualitative information and financial documents relative to the scope of service.
• If we are not able to obtain sufficient case information, financial records, or documents, which could impact the completion of the assignment and/or conclusions and opinions that can be reached, this shall be communicated by our team to you.

Step #3: Completion of Analysis / Assignment

• Dustin B. LaPorte, CFP®, CKA®, CCFS®, CDFA® will use reasonable, unbiased judgment when arriving at conclusions and/or developing a financial opinion relative to an assignment.
• Assumptions used should be based on sound economic / financial principals.
• Dustin will go over the findings with you for clarity and direction and fine tuning;
  

Step #4: Presentation and delivery of the work product / assignment

• Analyses’ and reports that are completed will be done in a professional and competent manner to reflect the high standards of the divorce financial analyst profession and the IDFA.
  

Step #5: Completion of Engagement

• At the conclusion of a divorce financial analyst engagement, we will send written correspondence to you confirming the completion of the engagement.