When building your divorce team, each member contributes certain strengths and expertise. Sometimes, it could be confusing to differentiate the roles of the CDFA® versus the CPA. Both roles are important. This is how I think about it: The CPA analyzes the NOW The CDFA® plans for the FUTURE A lot of times, the CDFA® relies on the analysis from the CPA to create the divorce financial plan. To get a better understanding, take a minute and a half to watch this video.
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