My Passion
I have been in the financial services industry since 1992 – yes, over 30 years! During my time in this field, I have become more and more passionate about helping women with their financial lives as I have seen how impactful it is on both the good side – having the appropriate knowledge, and the bad side – not understanding your financial situation. I have been through a divorce and also helped settle my Dad's estate, and I know that both endeavors are not only emotionally but incredibly financially impactful. I started The Time To Flourish (TTTF, LLC) to help women successfully navigate their financial lives during transition and uncertainty.
This is my passion, and I am so grateful I have the opportunity to have a positive impact on women's finances as they go through either situation. I don't want women to just come out the other side; I want them to flourish!
Please see how I can specifically help with divorce finances (Helping with pre- and post-divorce financial decisions) and after-loss services (Helping settle a loved one's estate).
My Designations, Certifications, and Training
Certified Divorce Financial Analyst®
A CDFA® professional is a financial professional skilled at analyzing data and providing expertise on the financial issues of divorce. The role of the CDFA® professional is to assist the client and his or her attorney to understand how the decisions he or she makes today will impact the client's financial future. A CDFA® can take on many roles in the divorce process.
From the IDFA website
Professional After-Loss Services Training
The PALS Training Program™ is an innovative 6-module online course for individuals who want to acquire the knowledge, best practices, and skills required to become an after-loss professional.
From the Professional After Loss Services website.
Chartered Retirement Planning Counselor™
The College for Financial Planning describes the program as helping financial planners and advisers define and create a "road map for retirement" for their clients.2 The study program to become a CRPC™ covers the entire retirement planning process, including meeting multiple financial objectives, sources of retirement income, personal savings, employer-sponsored retirement plans, income taxes, retirement cash flow, asset management, estate planning, and more.
From the Investopedia website
Notary Public
A Notary Public is an official of integrity appointed by state government — typically by the secretary of state — to serve the public as an impartial witness in performing a variety of official fraud-deterrent acts related to the signing of important documents.
From National Notary Association website