Kimberly Surber, Cfp® Cdfa® Email & Phone Number

Temecula, Ca

Temecula, Ca

Don't Just Survive A Divorce; Let Your Future Thrive.I help you make informed financial decisions during your divorce. It is during this time you are asked to make incredibly important financial decisions that you may not be emotionally able to comprehend. Your attorney or mediator knows the laws; I know finances, specifically divorce finances. As your Certified Divorce Financial Analyst® , I can help you move from just surviving to truly thriving! What Kimberly Surber Divorce Planning can offer you​*​Assistance in completing your financial statements – listing income, expenses and all assets/property, which will be required by the courts.*Identify what insurance or work-related benefits you currently have, what you may be losing and how to get them on your own.*Provide an understanding of how child support and spousal support works.*Understanding your largest asset, the home, and what the mortgage and equity could mean to you in the divorce.*Provide guidance on retirement accounts.*Assisting in understanding the financial ramifications in your settlements.*Propose alternative settlement options.*Act as an expert witness with regards to financial issues in a divorce case if it goes to trial.Settlements negotiated as part of divorce proceedings can impact you and your family for years... even decades. ​As your financial advocate during these difficult times, I can be the support you need to make tough decisions in the settlement process, in handling your debt, in asset division and in making sure you have what you need to stand strong for your family. With specialized software, I can show you what impact your financial decisions could have. Each graphic report generated will show how your settlement options may affect you financially, both currently and in the future. Assistance will be provided in presenting alternative financial scenarios that will empower you and your attorney to achieve the best settlements possible.

Inland Empire, Southern California

I focus on inspiring, educating and empowering my clients to lead strong financial lives. No one has the same goals and dreams, so our journeys are all different. When we allow ourselves to let go of our limiting ideas and just dream, our visions can guide us to extraordinary lives! My goal is to help my clients create their visions, and guide them on their journey to their ultimate joy. Your joy comes from doing what you are passionate about and love to do. Once you discover your inspiration, the financial planning becomes easy!Encore Financial Consulting is a full service, independent financial planning firm. I serve motivated individuals and their families who are looking for a strong relationship with their financial planner, based on a long-term commitment of trust, honesty and accountability that inspires them to reach for their life goals. No matter what life brings your way, you can count on me to be consistent and reliable and a source of strength as you go through the various stages of life.Success to me does not mean being a good advisor to my clients, it means being the best! I strive to continually learn and remain up-to-date in my knowledge of financial planning so that I can bring that expertise to you. In 2001 I earned my Certified Financial Planner designation. I maintain that designation with 30 hours of continuing education every 2 years. I also have a series 7, 63 and 65 securities licenses and a Life and Health Insurance License, all of which also have additional continuing education. Securities and advisory services are offered through The Strategic Financial Alliance, Inc. (SFA) Member FINRA/SIPC. Kimberly Surber, CFP is a registered representative and investment advisory representative of SFA which is unaffiliated with Encore Financial Consulting. Supervisory Branch Office: 202 Abbey Court, Alpharetta, GA 30004. 770-845-2076.

Investments in securities involve risk, including the potential loss of principal invested. We do not provide customer service or enable financial transactions through this site. Should any client have questions or concerns that are specific to his or her account, please contact our office directly. Do not post personal, account or transaction information anywhere on this site. Opinions expressed herein are those of the author and do not necessarily reflect those of The Strategic Financial Alliance, Inc., its officers, directors, employees or associated persons.

Ba, Music Performance

Certified Financial Planner, Cfp Program

Ba, Music Performance