Jessica M Garcia MBA CDFA CDC Mediator

Since founding my business in December 2015, I’ve had the privilege of helping countless individuals and families find their financial footing during some of life’s most challenging transitions. Before embracing entrepreneurship, I spent over two decades in the banking space leading complex projects, improving processes, and building strong, lasting relationships as I worked with clients in all aspects of their personal finances.

How I Work
I know money can be an intimidating subject—especially during life-altering events like divorce. That’s why I approach every client with a mix of financial savvy and heartfelt empathy. My mission is simple: to help you thrive financially so you can focus on what truly matters—living your best life. 

Education & Professional Credentials

• MBA — McColl School of Business, Queens University of Charlotte
• BA in American Studies & Business — Queens University of Charlotte

Divorce Credentials & Affiliations

• CDFA®️ Certified Divorce Financial Analyst
• CDC®️ Certified Divorce Coach
• Collaborative Family Law Training (IACP)
• Family Financial Mediation Training — Carolina Dispute Settlement Services
• Associate Member — Association of Fraud Examiners

Additional Certifications

• DFC™ Divorce Financial Coach
• CDFC™ Certified Divorce Financial Coach
• CDP™ CDP Divorce Practitioner™
• CDRC™ Certified Dispute Resolution Coach

Past Licenses (no longer active)

• NC Real Estate Sales License
• NC Health & Life Insurance License
• FINRA Series 6, 7, 63, 65, 66

Speaking & Teaching Engagements

• Women & Money Women’s Financial Literacy Workshop — Cary Chamber of Commerce (2024)
• Working with CDFA Podcast — Jamie Milam (2024)
• Age Slayer Podcast — Traci Butz (2021)
• CDC College of Divorce Coaches Faculty — 2021-2024
• Second Saturday — 2018-2024
• Spectrum News Interview — Being a Divorce Coach (2021)
• “The 4 Paths to Divorce” Article — Two Families Law (2017)
• CDFA in Divorce Video — New Direction Law (2016)

Beyond the Numbers 

When I’m not working, you’ll find me embracing life with my family, whether splashing in the pool, enjoying the company of my furry companions, or hitting the road between Cary and Charlotte.  Having rediscovered my love of painting, I am an aspiring abstract painter on weekends.