IDFA Online Learning
How to Prepare a Successful Analysis
Recorded On: 05/07/2019
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- Non-member - $50
- Member - $35
What makes an analysis successful? A successful analysis brings clarity and peace of mind and eventually allows the client to move forward. An analysis must also be easy for anyone to understand no matter their level of financial prowess. In this session, we will explore what is needed to prepare a successful analysis and the steps you can take to improve your client’s outcome.
Diane C. Pappas
CDFA®, CQS™
Solutions For Divorce LLC
DIANE C. PAPPAS is the principal and owner of Solutions for Divorce LLC, an independent, fee-only divorce financial planning firm serving clients throughout Massachusetts. Ms. Pappas is a Certified Divorce Financial Analyst®, Certified QDRO Specialist™, trained divorce mediator, Collaborative Financial Neutral, and Registered Investment Advisor.
Diane has presented at national conferences on divorce financial analysis and is nationally recognized as an expert in her field. In 2023, she received the IDFA Lifetime Achievement Award, honoring her as one of the very best CDFA® professionals in the country.
Her practice focuses on the complex financial and tax issues inherent in divorce, including financial forensics, pension valuation, complex asset division, executive compensation analysis, and tax-based child support and alimony calculations under Massachusetts case law. She drafts Qualified Domestic Relations Orders (QDROs) for all types of retirement plans, including defined contribution plans, defined benefit pensions, non-qualified plans, and state retirement systems. Diane has been qualified as an expert witness in pension valuation matters.
The primary focus of her work is ensuring that clients have clarity, confidence, and a complete understanding of their financial settlement before signing on the dotted line.
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