Divorce Financial Strategy

About

As a Certified Divorce Financial Analyst™ (CDFA™) I assist clients with pre- and post-divorce financial planning. In this capacity I work with other members of the divorce team (lawyers, mediators, CPAs, and psychiatrists) to assist clients in coordinating a plan of action that will help them attain a fair and equitable settlement. New clients receive a Divorce Financial Planner organizer and step-by-step guidance that ensures their progression through the divorce is done in an efficient and cost effective manner. As a Chartered Retirement Planning Counselor® (CRPC®), I work with clients after the divorce is finalized to assist in the transfer of accounts, account re-titling and establishing a comprehensive financial plan for their future. My primary focus is to help clients achieve financial independence through education and empowerment.