Financial · VennBoard for CDAs
An advisor through the case. Not just before or after.
CDAs walk clients across the full arc of a divorce: discovery prep, settlement modeling, post-decree planning. VennBoard gives Certified Divorce Advisors a continuous workspace that doesn’t lose state between mediation and the kitchen-table conversation that night.
CDA on a matter
Certified Divorce Advisor (CDA)
- Prep the client’s financial disclosures with the divorce attorney’s require…
- Model multiple settlement scenarios with the client’s preferences weighted in
- Sit beside the client in mediation with live calculators on hand
- Transition the client into ongoing post-decree planning
- Audit log: every action timestamped & exportable
Jobs to be done
What a CDA actually does — on VennBoard.
- Prep the client’s financial disclosures with the divorce attorney’s requirements in mind.
- Model multiple settlement scenarios with the client’s preferences weighted in.
- Sit beside the client in mediation with live calculators on hand.
- Transition the client into ongoing post-decree planning.
Documents you’ll touch
The artifacts the work produces.
Each lives on the matter, with audit-graded provenance, version control, and exportable records.
Tools that fit your role
What VennBoard gives a CDA.
Continuous Workspace
Prep → mediation → post-decree.
Live Calculators
Use them in the room.
Client-Centered View
Built around the client’s questions.
Cross-Pro Coordination
Attorney, Divorce Financial Coach, planner.
Works alongside
The other professionals on the matter.
VennBoard is built so every role on a divorce case can collaborate on one workspace, with the right scope. Here’s who you’ll most often coordinate with.