Are you considering meeting a certified divorce financial analyst (CDFA) to discuss your financial situation during your divorce? Divorce is a complex and emotionally charged process, and having the appropriate documents with you can help the CDFA provide accurate and personalized financial advice. Here are four essential documents you should bring when meeting a certified divorce financial analyst in Paradise Valley, AZ:
Income Documents
Ensure you bring your income documentation, including pay stubs, tax returns, W-2 forms, 1099 forms, and other income sources such as investments and rental properties. These documents will help the CDFA understand your current financial situation and make recommendations for spousal or child support.
set and Liability Statements
It is essential to bring a detailed list of all your assets and liabilities to help the certified divorce financial analyst in Paradise Valley, AZ, determine your net worth and assist in dividing assets during the divorce process. These documents include:
• Bank statements for all your accounts (savings, checking, investment)
• Retirement account statements (401(k), IRA, pension plans)
• Stock portfolio statements
• Real estate documents (mortgage statements, property deeds)
• Vehicle titles and car loan documents
• Any other documentation related to valuable assets such as jewelry, artwork, etc.
Expense Records
Gather all records of your monthly expenses, including rent or mortgage payments, utility bills, credit card statements, insurance premiums, and other regular expenditures. This information will allow the CDFA to understand your current lifestyle and make recommendations for a possible budget during and after the divorce.
Legal Documents
Remember to bring all the legal documents related to your divorce, such as a copy of the divorce petition, pre-nuptial or post-nuptial agreement (if applicable), property settlement agreement, and custody arrangements. These legal documents will help the financial analyst better understand your divorce’s legal aspects and provide financial advice that aligns with your situation.
Are you ready to protect your financial future after divorce? Contact Bridge Divorce Strategies today to schedule a consultation with the top certified divorce financial analyst in Paradise Valley, AZ!
