top of page
Search

Carpool Chats with Deana Brown: CDFA vs. CPA

  • Writer: Deana Brown
    Deana Brown
  • Sep 1, 2022
  • 1 min read

Updated: Feb 7, 2023

When building your divorce team, each member contributes certain strengths and expertise. Sometimes, it could be confusing to differentiate the roles of the CDFA® versus the CPA. Both roles are important. This is how I think about it: The CPA analyzes the NOW The CDFA® plans for the FUTURE A lot of times, the CDFA® relies on the analysis from the CPA to create the divorce financial plan. To get a better understanding, take a minute and a half to watch this video.


 
 
 

Recent Posts

See All

Comments


  • LinkedIn
  • YouTube

©2021 by Contemporary Financial Planning. 

bottom of page