The Myth of Being Fair

Sometimes “even” isn’t really fair. I have a lovely client who came to me when her husband left the family home. After much delay, he finally served her with his self-prepared divorce documents. In learning about his personality and history, I believe he factored into his projection his wife’s […]

How Can You Sleep Well at Night?

Last Saturday, I took a workshop on sleep and well-being. I’ve always been nocturnal and have long considered those hours between 11 p.m. and 2:30 a.m. as bonus hours of “me time” to read for pleasure or watch TV that could not be fit in during the day because […]

By |November 1st, 2016|General|0 Comments|

But I Have a Financial Planner… Why Do I Need a Divorce Financial Planner?

Do you know the difference between someone who says they’re a “financial planner” vs. a “CERTIFIED FINANCIAL PLANNER™“ professional vs. “Divorce Financial Planner”? I am a CERTIFIED FINANCIAL PLANNER™ professional, (CFP®) who is also a Certified Divorce Financial Analyst (CDFA®). (Note: To adhere to compliance obligations, I must spell […]

Divorcing? How to Protect Your Child’s College Funds

Recently, I was quoted in a Reuters article which showcased various ways that families save funds for their children to attend college. Sometimes in my work as a Certified Financial Planner®, I use the example of divorce as a way to communicate one of the best reasons to hold […]

Take Control of Your Case. Take Control of Your Future.

Female clients who are the higher earning spouse are trending in my practice. These women are successful professionals who fear they have more to lose in a divorce than their spouses. They’re not only responsible for most of the financial obligations, they often retain the majority of household responsibilities including […]

Call Me Skeptical, But…

{3:30 minutes to read} In over 25 years as a Certified Financial Planner(™) professional, nobody’s ever called me and said, “I won the lottery.” A few have announced they’ve received “unexpected sudden wealth” and want to plan for the rest of their lives. More often, people call me to […]

How and Why to Modify Your Divorce Agreement

Sometimes after a divorce has been settled, circumstances change. Are you aware that there is recourse? You can make financial modifications to the original agreement. Is it better to come to me individually to make the changes, or mediate together?

In a post-divorce matter, there are two ways I help:

I […]

6 Ways Lawyers & Mediators Ask Me To Assist In Divorce Cases

Last month, an attorney/mediator found me by doing a search that led him to members of the Association of Divorce Financial Planners. In our first meeting, he admitted to me that he “wasn’t great with highly complex financial issues.” What he meant was: he didn’t consider himself efficient or […]

4 Rookie Mistakes “Chumps” Cheated on Make…

Last week, I flew to Washington DC for the weekend in order to attend a book launch and after-party for author Tracy Schorn at the National Press Club. Not only does Tracy write the daily blog chumplady.com, with over 10 million views, but her new book Leave a Cheater, […]

Know How to Protect Yourself Financially Within a Relationship?

When you enter into a new relationship, you display the best version of yourself—the rose-colored glasses are shiny and new. As the relationship progresses, perhaps you decide to move in together. It is at this point that a serious discussion needs to happen—one that people are afraid to have. […]