Certified Financial Planner; Master Analyst Financial Forensics, Certified Divorce Financial Analyst
CurrentPresident and Founder, Divorce and Money Matters, LLCPresident and Founder, Wealth Protection ManagementSpecializing in divorce financial planning services and financial forensics for matrimonial litigation as well as expert, independent investment advisory services for wealth protection and management. ▶️ My Divorce Financial Planning Services:- Gathering, Organizing, and Compiling of Financial Information- Financial Fact-Finding (Financial Discovery) & Analysis- Financial Forensics (tracing, lifestyle, fraud, valuation)- Preparation of Financial Reports- Financial Strategy- Assist with Interrogatories, Depositions, Negotiations- Litigation Support & Expert Testimony- Trial Preparation- Post-divorce carryover and implementation of judgment terms of financial separation- Long-term Financial Planning Post Divorce & Wealth Management (investments)▶️ My Investment Advisory Services:Personalized, comprehensive Wealth Mentoring Solutions - Intelligent investing- Optimal, cost effective strategies- In-depth research- Custom tailored portfolio selection- Asset management- Wealth preservationTo help you, my client- Objective, unbiased advice- Specialty in working with women with investable assets between $1 - 25 million- Strategic guidance in areas of estate, tax, and risk management- Offering invaluable secondary investment advisory opinions and recommendations