As a CDFA®, I review the financial documents provided then prepare comprehensive financial databases and schedules that condense the financial information into straightforward reports. These databases and reports are useful for understanding spending habits and lifestyle choices, which can be crucial for assessing financial situations in divorce cases

As a family mediator, I assist couples in reaching agreements that meet their needs. Additional professionals can play a crucial role in maintaining a smooth and successful process.

When determining what process to use for your family’s transition (creating a parenting plan for separate households, separation or...