Crown Wealth is excited to announce that Zac O’Brien recently completed a specialized educational program in professional divorce analysis and is now a Certified Divorce Financial Analyst® (CDFA®).
Zac has gone through extensive training to help clients navigate the many financial aspects of divorce by analyzing the short and long-term outcomes of different settlement options. A key part of this process is an evaluation of the tax implications of dividing property and the financial impact of various settlement scenarios for dividing marital property along with child and spousal support payments.
Zac brings this increasingly needed knowledge to our firm as we continue to deepen our Personal CFO, single point of contact offering for the families we work with. As with everything we do at Crown Wealth, we work to save our clients time, get them better, more holistic answers and in the end, save them money.
The Institute for Divorce Financial Analysts (IDFA™) trains professional – financial planners, accountants, and lawyers – to determine the financial needs and outcomes for couples after divorce. Founded in 1993, IDFA™ currently has more than 2,000 CDFAs across the United States and Canada. The designation and this niche industry are expanding rapidly as more people across the country search for alternative divorce processes – from collaborative law to mediation – rather than litigating their case using lawyers as their only line of defense. Visit www.institutedfa.com for more information about IDFA™ or the CDFA® designation.