IDFA Online Learning
The Role of the CDFA® in the Collaborative Law Process
Recorded On: 10/16/2018
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Participating in the Collaborative Law process presents a paradigm shift and many challenges to all members of the professional team. As a Financial Neutral and an important member of the team, it is the CDFA's job to provide financial data as directed by the attorneys and the clients, which may be a different role than the CDFA is use to. With over a dozen successful cases as a Financial Neutral, Diane Pappas offers her best practices, from how to get involved with a collaborative group to what to do as a neutral and more importantly, what not to do.
Diane C. Pappas
CDFA®, CQS™
Solutions For Divorce LLC
Diane C Pappas is a Certified Divorce Financial Analyst®, Certified QDRO Specialist™, Certified Mediator, Collaboratively-trained Financial Neutral, and a Registered Investment Advisor licensed in MA to provide financial planning and investment advice.
Diane is the Principal and Founder of Solutions For Divorce LLC, a boutique, fee-only divorce financial planning firm that works with couples and individuals helping them resolve the tax and financial issues of their divorce. Drawing on over 30 years of life and work experience, she specializes in helping clients, attorneys and mediators fully understand and resolve the financial complexities encountered during the divorce process. Diane also works with clients as their mediator, educating her clients financially so they can make informed decisions during the mediation process. She completes the divorce process by preparing the legal documents needed to divide Employer-sponsored retirement plans, private pension plans, MA State pension plans, and military and Federal Employee plans.
Diane C Pappas, diane@solutionsfordivorce.com, 978-833-6144
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