IDFA Online Learning
How a CDFA Adds Value to the Process: An Attorney's Perspective.
Recorded On: 09/16/2021
Jane McAuliffe, CDFA, and Attorney Kerry Rafanenelli have worked collaboratively for the past 5 years, both as co-mediators and Attorney/CDFA. They will share their insights on how they formed their partnership, how they market their scope of services, and participants will gain insight and ideas on how to position themselves as collaborators with attorneys and mediators.
This session has been approved for one hour of CDFA Continuing Education credit has been applied for.
Collaborative Divorce Strategies
Jane McAuliffe is a Certified Divorce Financial Analyst (CDFA) and Founder of Collaborative Divorce Strategies, a Divorce Financial Planning and Financial Mediation firm located in East Providence, RI. Jane assists her divorcing clients in many aspects of the financials of each case; including defining the marital estate, helping clients fully grasp the short and long- term impact of the financial decisions they face, budgeting and financial planning for their future post- divorce. Jane assists Attorneys throughout the process by analyzing the marital standard of living, tracing expenses and the dissipation of marital assets; trial consulting and making a case for or against spousal support. Jane has provided testimony as an expert witness on trial and provided expert neutral evaluation on financial issues during mediations. She regularly hosts seminars and trainings with the RI Bar Association for local attorneys on financial concepts and divorce.
Additionally, Jane is a fee-based Financial Advisor and Partner with Axis Advisors, helping clients with post-divorce transition management, including the transfer of assets post-divorce, investment management and financial planning for her clients into their future. Jane got her start in the financial services industry in 1998 with Fidelity Investments and has held various roles in mainly advising clients on investment strategy and portfolio construction. She now focuses her investment management practice in the divorce financial planning niche for the past 5 years following her own divorce.
Attorney at Law
Kerry I. Rafanelli, Attorney at Law has been helping individuals and families since 1983. Kerry handles all cases personally, with the diligent support of our dedicated, experienced staff. We compassionately guide you through your family's many challenges so that you know where to turn when a legal issue arises. Read Kerry's attorney profile to learn more about his philosophy to create peaceful solutions whenever possible.