How Attorneys Benefit

We help you, the Attorney, to produce powerful case exhibits in the form of spreadsheets and graphs. We give you professional help to know that all of the financial “bases” have been covered. We provide personal financial analysis for your client. We help your clients to understand the financial “reality” of the situation and help your clients to work towards a viable settlement.

We’ll help you to understand the financial issues associated with:

• Separate vs. community property
• Valuing and dividing property
• Retirement and pensions
• Spousal maintenance and child support
• Splitting the house
• Tax problems and solutions

You will benefit from easier case preparation and settlement as we do the financial work for you. We are more than happy to organize a trial notebook on your behalf. You will have reduced liability by having in-depth financial research to support your case and you'll have reliable expert witness testimony if your case goes to court.

With Boda Financial Group, Inc. you have the flexibility to refer your clients to us or hire us directly on behalf of your clients. You determine how much or how little you want to be involved in the financial process. Working relationships and the legal process are respected. All informational needs from the opposing party and their counsel are directed through you. We do not give legal advice and always direct our clients to seek an Attorney if they have not already retained one.

We embrace Collaborative Practice as an effective approach to alternative dispute resolution. As such, we are currently focusing our continuing education and training on Collaborative Practice so as to be the most effective neutral financial professionals as possible in this arena.

Jerry Boda, CDFA will assist attorneys with the drafting of QDROs under the direction of said attorneys. This service is only offered to attorneys who contract the CDFA as a paraprofessional and who delegate this function accordingly. In this relationship, the attorney supervises the delegated work, retains responsibility for the work product and maintains a direct relationship with the client. This service is not offered directly to the client by the CDFA as it would represent the "Unauthorized Practice of Law" (Rule 5.05 - Texas State Bar Rules of Professional Conduct). Boda Financial Group, Inc. does not provide legal advice nor does it provide legal services to its clients.

Jerry Boda has received advanced training in Qualified Domestic Relations Order (QDRO) drafting from Robert Treat, JD. Mr. Treat is a QDRO Consultant for QDRO Express, specializing in research & preparation of domestic relations orders & pension valuations. Mr. Treat's extensive knowledge in the QDRO arena has lead him to writing a monthly article in the Michigan Family Law Journal, QDRO Corner, being a presenter of QDRO seminars for professionals across the country and preparing hundreds of QDROs per year. Among these, he was also a contributor to the Institute of Continuing Legal Education publication, QDROs, EDROs & Division of Employee Benefits on Divorce, 2004 Edition and is a member of the Michigan Bar, Family Law Section QDRO Committee.