About Us
I am a talented and experienced
financial analyst who has translated 20+ years of experience in providing analytical
services to businesses into a growing practice helping individuals and couples understand
and feel in control of their finances.
Specialize
in Divorces
I had spent 14 years in the
financial analysis arena, then I was faced with my own divorce and having to put together
my financial history and needs. This experience led me to become a Certified Divorce
Financial Analyst™ (CDFA), specializing in budgeting and analysis for divorcing
clients. I recommend that people approach a financial professional such as herself myself
before working with an attorney. With your financial picture prepared first, This way, you
save some money on legal fees and anxiety in the long run. Without basic budgeting, you
cannot accurately forecast your future.
Work With
Your Attorney and Evaluate Settlement Options
I focus on a critical part of the
up-front process - budgeting and setting forth your future needs. Without that
information, you’re incapable of evaluating settlement options. I put all the raw
data about your finances into a comprehensive analysis that’s easy for you, your
lawyer, and a judge to understand. If you are involved in a trial, I can testify as an
expert on your behalf regarding your financial needs. With more than 20 years’
experience in her field, I am as adept at working with your attorney as I am with you.
Easy To
Get Along With
I consider my empathy and
encouragement to be two of my considerable advantages. I’m easy to get along with and
you will feel at ease working with me. I’m the least intimidating person you’ll
meet in your divorce process; that’s my nature. I’ve been in your shoes, so I
can relate. As a former Board Member of the Lilac Tree (a non-profit organization that
assists women through the divorce process), I am sensitive to how vulnerable women feel
when facing life on their own for the first time. It’s difficult to face settlement
decisions unless you know where you currently stand. Some women may be incapable of
evaluating settlements because they don’t have the facts of their financial lives.
With me, you go through the process a little less afraid.
My Aim Is
To Empower You
I aim to empower my clients both
during and after divorce. Clients come to me in an emotional state, and my goal is to show
them that from a financial perspective they will be OK. Don’t be afraid of your
finances. Be proactive about learning your finances and figuring out what your financial
goals are. Many clients find that they later manage their finances more easily than when
they were married. They become a participant in their own future, rather than letting
others decide it for them. That’s the best gift I can offer. Click here to read my clients’ testimonials.
Develop
Clear and Realistic Financial Goals
I encourage my clients to develop
clear and realistic financial goals at the start rather than focusing on specific dollar
amounts. This often leads to creative solutions that may be overlooked or deemed not
workable. |
