A CDFA® helps you understand the financial side of divorce so you can make informed, confident decisions. I analyze both the short- and long-term impact of different settlement options and provide clarity around your best path forward.
Any time you want clarity whether you’re just beginning, in mediation, or finalizing decisions. Earlier involvement often gives you more options, but I can add value at any stage.
Both. I support individuals seeking one-on-one guidance and also provide neutral financial analysis for couples who want a more collaborative, informed process.
That’s completely normal. My process is designed to simplify the financial details, reduce stress, and help you understand each step clearly and comfortably.
No. Clarity benefits everyone. Whether your finances are simple or complex, having the right insight helps you make confident, informed decisions.
Yes. I collaborate with attorneys, mediators, therapists, and financial planners to ensure your entire support team is aligned and working in your best interest.
That’s completely okay. You don’t need to come in with a full team already in place. I can work with any professionals you currently have, or if you need support; I can connect you with a trusted attorney-mediator, therapists, CPA’s, QDRO Specialist, etc. You choose what feels right for you, and we build the support around your needs.
Through my other firm (Great Lakes Financial Strategies, LLC) Post-divorce financial planning focuses on clarity of the outcome, education, recovery, confidence-building and peace of mind. Aligning your finances with the life you are creating now helps ensure that your next chapter is the best one yet.
We start with a complimentary personal consultation. It is a way for you to get to know me and for me to learn what is most important to you.