Interview Questions for a CDFA
What to Ask When Interviewing a Divorce Financial Planner
Case History
- How many cases have you handled?
- What is the most complicated (in terms of assets, retirement accounts, client scenarios, etc … )?
What do your services include?
- Do you run financial projections for me that consider taxes, inflation and investment returns for various settlement options?
- Do you assist with budget preparation? Do you create a Marital Balance Sheet and assist with generating settlement proposals?
- Can you advise on retirement/QDRO issues?
- Will you attend mediation with me?
- Do you help with editing Settlement Proposals?
What is your fee structure?
- Hourly, fixed project fee, retainer, percentage?
- Are there additional charges (for modeling, revisions, court or mediation appearances)?
- What is your estimate for a case like mine?
Geographic/Legal Competence
- How familiar are you with Michigan divorce laws, local courts, QDRO rules here?
- Do you typically appear in court or just support financial work behind the scenes?
Neutral/Advocate?
- Hourly, fixed project fee, retainer, percentage?
- Are there additional charges (for modeling, revisions, court or mediation appearances)?
- What is your estimate for a case like mine?
