Mark Bossi, CDFA has been a member of the Institute for Divorce Financial Analysts since 2007. I am a Certified Divorce Financial Analyst who is trained to help a couple through the maze of divorce. I will sift through the financial issues including incomes, expenses, assets, tax issues, pensions, division of property, and help you reach an equitable solution that is fair to both parties. The financial ramifications of a divorce can be devastating. I can prepare bullet proof financials and net worth statements that are completely documented and supported using tracing and lifestyle analysis techniques. With proper planning and expert help from professionals specializing in financially equitable divorce settlements, you can increase your chances of arriving at a settlement that fully addresses your long-term financial needs, and your spouse's too. What's missing in most divorce processes is financial expertise. A Certified Divorce Financial Analyst can forecast the long-term effects of the settlement. CDFA's help clients determine the short term and long term financial impact of any proposed divorce settlement. They also provide valuable information on financial issues that are related to the divorce, such as tax consequences, dividing pension plans, continued health care coverage, stock option elections and much more. CDFA's also help attorneys by helping the client make financial sense of proposals. CDFA's give attorneys the tools they need to help prove their case.
As a CPA, I bring trust and integrity to the table. I am an independent investment advisor who has a fiduciary responsibility to do what’s best for my client.