Recording: How Divorce Financial Analysts and Appraisers Work Together

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Recorded On: 09/18/2024

Divorce Financial Analysts (such as credentialed CDFAs with the Institute for Divorce Financial Analysts (IDFA) often work with business and equipment appraisers in their engagements. In this presentation, we will see several of the issues that arise that provide opportunities for professionals to support each other.

For the BCA and CMEA attendees, we will cover the range of responsibilities CDFAs encounter, and how appraisers fit. It is very useful for appraisers to understand better what CDFAs do, and how to communicate in their respective “languages.”

Denise French

CVA, MAFF, CDFA, CRPC, Mediator

Managing Partner at SHFD Forensics

Denise is the managing partner at Stewart, Hurst, French & Dodson (SHFD) Forensics and has 28 years of professional financial experience.

She is an IRS Enrolled Agent (EA), a Master Analyst in Financial Forensics (MAFF), a Certified Valuation Analyst (CVA), a Certified Divorce Financial Analyst (CDFA), and holds the Chartered Retirement Planning Counselor (CRPC) designation. She is an Investment Advisor Representative and a Collaborative Law Financial Expert.

Denise has provided financial expertise on hundreds of cases throughout Montgomery County, Harris County, Fort Bend County, Galveston County, Hays County, McLennan County and Travis County. She has testified in Harris, Montgomery, Fort Bend and McLennan Counties. She provides characterization and separate property tracing services, business valuation expertise and general financial expert services for family law attorneys.