With over 18 years of experience in the Financial Industry, working as a Certified Financial Planner and Chartered Investment Manager, I have truly enjoyed building strong relationships with clients, providing them with tailored and specific advice that has allowed them to reach their financial goals and dreams.
As a divorcee, with two young children, I understand the emotional complexity of a separation and importance of working confidentially with people you trust. As a
Chartered Financial Divorce Specialist, CFDS, I will focus on providing personalized scenarios for the division of assets. These models will empower my clients to make informed decisions and enable them to reach solid separation solutions. I believe in a collaborative and civil approach to separation and look forward to working with like-minded individuals.
- Divide Well
It is nearly impossible to know where to start and who first to talk to when you and your partner decide to part ways. It is an extremely emotional time and taking those first steps in the separation process can be overwhelming. Drafting a separation agreement, a legal document, and deciding how best to divide assets and liabilities, is one of those first steps required in order to move forward.
A Chartered Financial Divorce Specialist can
help you avoid making costly financial mistakes in the division of assets as they relate to your future well-being.
A Chartered Financial Divorce Specialist will take into consideration all of the relevant facts and figures, plus your wishes and desires, to help determine the potential outcome of various financial scenarios.
Advanced financial software is utilized to help illustrate the results of possible decisions made in the division of assets. You then make the final decision in your best interests.
This initial contact, by phone or email, will help us determine if Divide Well and the services we offer, are suitable for your current situation and needs.
10 - 15 minutes
Cost: free
An online or in-person meeting to personally connect and review your full financial picture, discuss division options and financial separation strategies. Collection of key financial information is required either ahead of or following this meeting.
The Foundation presentation, emailed to you, will summarize your current net worth plus 1-
An online or in-person meeting to personally connect and review your full financial picture, discuss division options and financial separation strategies. Collection of key financial information is required either ahead of or following this meeting.
The Foundation presentation, emailed to you, will summarize your current net worth plus 1-2 equalization models illustrating options for the division of assets, considerations and appropriate next steps.
Spousal and Child Support illustrations are included in this service and provided if applicable.
One 60 - 90-minute meeting and emailed presentation/illustrations.
Cost: $525 (including tax)
In some cases the initial Foundation Presentation is all that is required to move ahead conversations, draft separation agreements or agree to mediation if required.
The Blueprint offer is designed for those clients who wish to to run further separation scenarios, require a follow-up meeting to break down the information provided and ensur
In some cases the initial Foundation Presentation is all that is required to move ahead conversations, draft separation agreements or agree to mediation if required.
The Blueprint offer is designed for those clients who wish to to run further separation scenarios, require a follow-up meeting to break down the information provided and ensure that they have a clear understanding of the options and the potential outcomes. Blueprint can also include a more detailed, software generated report to analysis cash flow and implications of a separation scenario.
Cost: $675 - $4000
(Range based on complexity and number of scenarios, meetings, requested by client. Based on a rate of $150/hr)