In December 2015 I started BrainstormingWomen to put my experience, education, training, and aspirations to work by helping women create a more proactive relationship with their money. I realized that many professionals can help wealthy people grow their wealth, but I wanted to help women understand their wealth. Now, I help women navigate financial decisions during separation/divorce, my specialty is working with women who have been married 25 plus years, who have built sizable assets, and must now figure out how to best divide those assets. My goal is to help you level the playing field of financial knowledge.
I never imagined that my love of real estate and finances would lead me to become a Divorce Financial Planner and Coach. It turns out that for 23 years as I worked in different areas of banking; learning about real estate, lending, investments, and wealth management, I was preparing for the role I have and love today - bringing women insight, ideas, and knowledge to better understand their finances, and make important financial decisions during a major life transition. I look forward to learning about you!
Located in North Carolina, working with clients throughout the U.S.
Additional professional certifications for specialized Divorce Coaching and Dispute Resolution Coaching
• DFC™ Divorce Financial Coach• CDFC™ Certified Divorce Financial Coach
• CDP™ CDP Divorce Practitioner™
• CDRC™ Certified Dispute Resolution Coach
Licenses previously and no longer active but I still have the gained knowledge and experience
A Certified Divorce Financial Analyst is a professional skilled at organizing and analyzing financial data and providing expertise on issues related to the finances of divorce. A CDFA can help you reduce the stress and overwhelm that come with the process before, during and after. We bring methodologies of financial planning to the divorce process, crafting individualized settlement solutions. We provide our clients with a greater sense of confidence in their decisions through a fuller understanding of how their marital settlement agreements will affect short and long-term financial future.
What is the role of a CDFA in Divorce? CDFA professionals may serve multiple roles in the separation and divorce:
Financial Expertise and Strategy
A CDFA provides the client and attorney with data analysis that shows the financial effect of any given settlement. They become part of the divorce team and provide support on financial issues such as:
CDFA professional’s role mostly is to help gather and organize the client’s financial data and perform analysis. CDFAs can help manage a client’s expectations of their financial future by presenting different scenarios and talking through the client’s budget and expenses.
CDFAs are trained to help clients: