Helping everyone stay safe
Divorce Mediation
Many couples are looking for an amicable way to go through the divorce process. Mediation provides just that – an amicable, fair and transparent way to resolve both the financial and non-financial issues outside of the court system. It is a process that keeps you and your spouse in control of your futures by allowing you to make informed decisions that are best for you and your family. Using my expertise as a CDFA and my skills as a certified mediator, I work to ensure that my clients are financially educated and empowered to make these life-changing decisions.
Divorce Financial Analysis
Divorce can be scary and overwhelming. It is also one of the biggest financial transactions you will make in life. Working with a CDFA, like myself, from the beginning of the divorce process is paramount to achieving the best possible outcome for you and your family. Whether you are contemplating divorce or already in the process, being empowered with the comprehensive and sophisticated financial analysis a CDFA can provide, will put you in a much better position of receiving a settlement that addresses your needs and concerns while steering clear of financial mistakes that can have a negative impact for years to come.
QDRO Preparation & Pension Valuation
As a Certified QDRO Specialist, I am uniquely qualified to prepare the legal document necessary for dividing an Employer-sponsored retirement accounts, like a 401(k) or for dividing a state, federal or military pension. Sometimes, instead of dividing a pension, the parties may agree to offset the pension with another asset based the Pension Valuation. Whatever your needs, I’ve got you covered from beginning to end.
In 2023, I was awarded the honor of being the recipient of the 2023 IDFA Lifetime Achievement Award for my outstanding work as a CDFA. “Using the financial planning discipline in helping clients during divorce. Representing the very best of CDFA® professionals.”
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Why Hire a CDFA?
Divorce can be scary and overwhelming. It is also one of the biggest financial transactions you will make in life. Having a financial expert on your side is paramount to achieving the best possible outcome for you and your family
People hire all sorts of experts and advisors to help them make important life decisions…divorce is no different.
Schedule your appointment now and learn why my clients say they couldn’t get through their divorce without me on their team.
You Have Questions? I Have Answers!
- Can I afford to stay in the home or will we have to sell?
- Will I have enough income after the divorce to pay all my bills?
- Am I going to be okay in retirement?
- Maybe your spouse has always managed the money and you don’t want to be taken advantage of
- Maybe you are the breadwinner and are afraid that you will be left with nothing.
Whether you are in litigation, the collaborative process or working with me as your mediator, my services will provide you with the information necessary to craft a settlement that meets your financial needs, goals and interests and that of your family. You will have answers, long-term projections, clarity and peace-of-mind.
Knowledge is power. Be informed, be empowered, take control of your financial future.
Recommended Reading & Blogs
Understanding State Pension Division in Divorce: What is the Annuity Savings Account?
Dividing a state pension in divorce can be tricky. Not many divorce professionals fully understand what should be considered when dividing a state pension and major mistakes can be made that will affect both parties. In MA, state employees have an annuity savings account which is the account where the employee’s mandatory contributions go. This account is used to help fund their future pension benefit in retirement and cannot be accessed or divided while the employee is still employed by the state. Unfortunately, many mistakes are made with regards to this account when accounting for and dividing retirement assets in divorce. These mistakes can have devastating financial implications for the owner of the pension.
Honored to have Received The IDFA 2023 Lifetime Achievement Award
Recently, I was surprised to learn that I was one of two recipients of the inaugural Lifetime Achievement Award that the Institute for Divorce Financial Analysts® (IDFA) awarded at their 2023 annual conference held in Dallas this past September. The award honors distinguished Certified Divorce Financial Analysts® (CDFA®) across the country who have demonstrated outstanding leadership and have made significant contributions to the industry. The IDFA is the premier national organization dedicated to the certification, education and promotion of the CDFA professional.
QDRO Bootcamp – May 2023
Many QDROs and DROs are entered into court with major mistakes in them. These mistakes can have serious negative impacts for your clients and also
