Certified Divorce Financial analyst

The role of the CDFA professional is to help both the client and lawyer understand how the financial decisions made today will impact the client’s financial future, based on certain assumptions.

A CDFA professional is someone who comes from a financial planning background and goes through an intensive training program to become skilled in analyzing and providing expertise related to the financial issues of divorce.

 

Certified Financial planner

Paul Caylor is a CERTIFIED FINANCIAL PLANNER™.

CERTIFIED FINANCIAL PLANNER™ certification is the standard of excellence in financial planning. Only CERTIFIED FINANCIAL PLANNER™ professionals are rigorously trained in 72 area of financial expertise and must accrue thousands of hours of experience prior to earning their certification. With a CFP® professional, you get a financial planner partner committed to working in your best interest and the confidence that comes with building a comprehensive plan.

 

Certified Kingdom Advisor

Certified Kingdom Advisor® is a designation granted by Kingdom Advisors to individuals who have demonstrated themselves to be:

Able to Apply Biblical Wisdom in Counsel, by successfully completing the rigorous Certified Kingdom Advisor coursework and examination.

Technically competent, by providing evidence of an approved professional designation, such as the CFP®.

Ethical, by agreeing to espouse and practice the Kingdom Advisors Code of Ethics, by maintaining active local church involvement, and by providing pastoral and client letters of reference.

Biblical Stewards, by pledging that they practice biblical stewardship in their personal and professional lives and by giving regularly in proportion to their income.

 

Retirement Income certified professional

An RICP® designee is trained to understand how to structure effective retirement income plans, how to mitigate risks to the plan, and how to create sustainable stream of income to last throughout a client’s retirement years.

The designation requires three college-level courses with anticipated total study and preparation time of 150 hours. Three years of full-time, relevant business experience is required, and every two years the designee must complete 30 hours of continuing education. The designation is awarded through The American College, an accredited non-profit educational institution since 1927.

 


 

Associations

 

Colorado Bar – Patron Member

Larimer County Bar Association – Associate Member

Financial Planning Association

Institute for Divorce Financial Analysts Member

Kingdom Advisors Member

Overland Sertoma Club