
Major Life Changes
Navigating life's most challenging moments requires not just empathy but experience. As a Certified Divorce Financial Analyst®, I guide individuals through the complexities of divorce, ensuring a financial future that is both stable and secure. My services extend to supporting widows and individuals fortunate to receive an inheritance. In these times of significant change, I provide strategic planning and compassionate support.
What Sets Us Apart
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Extensive experience with women going through divorce
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Knowledge in valuing assets in the divorce, especially in households with pension
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Experience in working with attorneys' to help uncover assets, properly value assets, and achieve positive outcomes
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Unique strategies for maximizing alimony
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QDROs, 401(k) splits, and penalty free distributions of retirement accounts
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Assistance with walking through options when receiving life insurance
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Assistance with tax implications and strategies for receiving windfalls of money