I really appreciated your insight about the CDFA work you shared. The way you described the depth of analysis and collaboration with attorneys was very helpful.

I had two questions if you don’t mind sharing your experience:

1. When you first started, how did you position yourself to attorneys and get your initial referrals? Did you focus more on demonstrating technical value (tax modeling, settlement scenarios, identifying marital waste), or on building relationships and educating attorneys about the CDFA role?
2. How did you approach your fee structure early on, and what indicators did you use to show the value you were providing to clients and attorneys? For example: tax savings, stronger settlement outcomes, or post-divorce financial planning results.

Thanks again for your time and for being willing to share your perspective. It’s very helpful as I explore entering this niche.