Adding a CDFA® professional to the divorce process can remove you from the financial morass of a divorce and allow you to focus on the legal issues.
Benefits to working with a CDFA® professional include:
With twenty years experience as a financial advisor and planner, working with high net worth families and helping couples navigate difficult conversations around money is a typical day for me and where I excel.
Please call to discuss how my services might best assist your practice.
Curriculum vitae and work sample available upon request. Fees are hourly. My work complies with the Code of Ethics of the Institute of Divorce Financial Analysts and my continuing education requirements are current.
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