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 […]

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 […]