Divorce Financial Analysis

Angie Dietz is also a Certified Divorce Financial Analyst (CDFA)®

The goal of the CDFA® is to help the client reach a financially fair settlement that meets their needs and desired outcomes, as well as to demonstrate their financial stability now and in the future.  This is done by analyzing the available assets, income and expenses, then running scenarios demonstrating various settlement options and cash flow analysis. 

No two situations are identical, and a lot of decisions are made emotionally rather than rationally.  Angie works closely with her clients throughout the process to model different scenarios which show the impact of the client’s decisions.

The CDFA also helps clarify and evaluate pension and retirement plan questions and values, tax issues including basis, gains and losses, transfers of property and social security benefit options.

Angie also offers financial planning analysis which can provide litigation support by demonstrating that a specific settlement scenario offered will/will not provide long term financial security for the client.

Memberships and associations:

  • Institute for Divorce Financial Analysts (IDFA)

  • Divorce Alliance Association

  • American Bar Association

  • Women’s Network of York

Additional Training:

  • Central Pennsylvania Collaborative Professionals Interdisciplinary Collaborative Law Training

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck