As a Registered Investment Advisor fiduciary, I work with several experienced investment professional to provide my clients with a large selection of investment opportunities. I have been a member of the National Association of Certified Financial Planners for 25 years.

As a fiduciary, I am always looking out for your best interests -in all aspects of your financial life after learning what matters most to you and what your goals are.

As a Tax Advisor, I help to analyze the tax consequences of property divisions, spousal support, and tax return issues. I am a long-term tax advisor member of the National Association of Tax Professionals,

I’ll inform you about tax saving strategy opportunities. Then, I’ll work with you and any needed specialists in tax, estate, & insurance to provide you with a customized financial plan.

As a Divorce Financial Analyst (DFA), I analyze the financial aspects of your divorce, including division of assets, review the tax implications, and choosing appropriate financial planning strategies.

I provide additional guidance in helping you understand the divorce tax aspects, the divorce settlement options and I’ll help you navigate the complex financial considerations of divorce– that will ensure an equitable outcome.

During the Divorce Process

To meet clients needs during the divorce process-I use a combination of two approaches- tax planning and holistic financial planning-to understand how the financial and tax decisions made today will impact your financial future based on these assumptions.

I use my training to combine holistic financial planning with evaluating the impact of tax decisions and analyzing the financial issues of divorce. I use my 25 years as a Certified Financial Planner, combined with using comprehensive financial planning.

And, my clients benefit from the expertise in tax matters that I learned while I worked at the Internal Revenue Service to uncover unreported income and assets— and from helping clients handle their tax issues in my tax practice for over 30 years.

When you understand the tax impact , and potential tax liabilities, in dividing divorce assets you can avoid making costly financial and tax mistakes.

When the Divorce is Final

I will continue to provide you with financial guidance and asset management. Given how drastic life can change after a divorce, we will continue to tailor our services for both the short and the long term.

My ultimate goal is to help you achieve peace of mind and financial security with a financial plan for the future, and the knowledge that you have made the best possible decisions for yourself and your family.

I will continue to be your partner in building a secure and fulfilling future post- divorce. Let me help you to navigate the next chapter in your life with confidence and peace of mind.

At Divorce & Financial Strategies for Women, I will help you build a secure and fulfilling future post- divorce. And, I’ll help you to navigate the next chapter in your life with confidence and peace of mind.

I provide insights into the implications of various divorce settlement options, and help clients make informed decisions that align with their financial goals, and help to create their future prosperity.

By working together with clients, we will finalize the best possible Divorce Settlement and lay the foundation for a successful post- divorce future.