IDFA Online Learning
The ABC's of Different Financial Experts in Divorce - Forensic Accountant, Business Valuator, Collaborate Law Financial Neutral, CDFA and Financial Mediator
Recorded On: 09/21/2021
This presentation will review the different financial expert roles, the differences and overlap, the credentials usually required of each, fee structuring for each which we use and a case study for each role. At the end of this the CDFA will understand not only how other financial experts fit in the divorce expert space, but also different avenues for revenue and study. We will also talk about how CDFA's can work with each type of expert to grow an AUM business.
CVA, MAFF, CDFA, CRPC, Mediator
Divorce Strategies Group, LLC
Denise is the Managing Director of Divorce Strategies Group, LLC. She has 25 years of professional financial experience and dedicates most of her time toward Family Law matters. She is a Master Analyst in Financial Forensics (MAFF), a Certified Valuation Analyst (CVA), a Certified Divorce Financial Analyst (CDFA), and holds the Chartered Retirement Planning Counselor (CRPC) designation. In addition, Denise is an Investment Advisor Representative and a Collaborative Law Financial Expert. Denise is also a Credentialed Advanced Mediator under the Texas Mediator Credentialing Association and partner with D&D Mediation Services.
Denise has provided financial expertise on hundreds of cases throughout Montgomery County, Harris County, Fort Bend County, Galveston County, Hays County and Travis County. She provides forensic accounting, business valuation expertise and financial advisory services for family law attorneys. She also provides financial guidance through document gathering with clients, reviewing, and analyzing discovery, creating financial inventories, assisting with complex estate matters, and providing clients with post-divorce transition assistance. Lastly, Denise works as a financial mediator with an attorney mediator helping clients, where appropriate, divorce without
a long, litigated battle.
More information can be found regarding the services provided by Denise French and her team at www.DivorceStrategiesGroup.com, www.DivorceRecoveryforWomen.co... and www.French.Financial
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