You’ve decided to seek the assistance of a financial professional to help guide you in your divorce process. Someone with specific training and experience in divorce, a Certified Divorce Financial Analyst, comes highly recommended by a trustworthy friend. How do you determine if they are the right match for you?
Yes, you do need the services of a divorce attorney to handle the legal aspects of your divorce. But the financial divorce specialist addresses your present money situation as well as the impact various financial scenarios will have on your lifestyle and future security. They will need to understand who you are and what is important to you. Does your prospective advisor get you and do you feel comfortable with their outlook and approach?
You’ll want to set up an interview with your potential advisor. At your first meeting, your goal will be to establish a good rapport. Are your personalities compatible? You are looking for a positive feeling toward them, a feeling of understanding, and a comfortable line of communication. That is, you should feel able to talk to them freely. Here are some questions to ask to help you decide whether you are dealing with a capable professional who is right for you: