Helping With Pre- and Post-Divorce Financial Decisions
After completing my own divorce, I understood that financial decisions during a divorce are unique. I decided to get my Certified Divorce Financial Analyst® (CDFA®) designation, so I could help guide others to a more successful financial result by providing knowledge and guidance during the process. Once the divorce is settled, there are also tasks that need to be completed to set oneself up for future financial success. I can help on both sides of the divorce.
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Helping Settle a Loved One's Estate
One of the most uncertain and disruptive times in a woman's life is the loss of a loved one (be it a spouse or a parent). While there are many tasks to accomplish, which can be overwhelming, it can also be a time of financial uncertainty, which adds to the pressure of settling an estate. I am your accountability partner to help make sure all i's are dotted and t's are crossed to properly close out the estate. When I say estate, I mean guiding you through everything from working with your financial adviser and estate attorney to helping place calls to utility providers, and even working with social media accounts to ensure your loved one's legacy is preserved. This is an overwhelming and emotional time in your life, I am here to help relieve the burden and give you peace of mind that all the tasks have been successfully accomplished.
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