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Thomas B. Alf, CPA (Financial Professional)
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Served on the Collaborative Law Institute Board from 2006 to 2008. Worked as a Collaborative financial neutral as well as indivicually with divorce clients since 2005. As a CPA, I have over 20 years financial experience in cash flow planning, asset and liability analysis, budgeting and risk management. As a CDFA (certified divorce financial analyst), I have specialized training in providing clear, yet comprehensive financial advice throughout the divorce process on matters relating to tax, cash flow, asset allocation and their impact on client life style.
My financial planning practice model is based on a holistic, comprehensive approach in order to recognize not only your financial needs but your emotional and non-financial goals as well. My goal is to educate, motivate and coach, but not to sell. I am independent (I am not tied to any company's products) and I clearly disclose all project fees - No commissions.
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| Firm: |
Clerestory Advisors, Inc |
| Address: |
750 Main St.
Suite 215
Mendota Heights MN, 55118
USA
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| Phone: |
651 209-2610 |
| Fax: |
651 209-0840 |
| Email: |
tom@clerestoryadvisors.com |
| Website: |
www.clerestoryadvisors.com |
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| Collaborative Law Training |
| Year |
Training Type |
Instructor |
Hours |
| 2007 |
Advanced Collaborative Law Training |
Constance Ahrons |
3 |
| 2007 |
Advanced Collaborative Law Training |
Sharon Ellison |
8 |
| 2006 |
Basic Interdisciplinary Training |
Mattie/Wolfe |
3 |
| 2006 |
Mediation Training |
Chris Leick |
16 |
| 2006 |
Intermediate Interdisciplinary Training |
Susan Gamache |
6 |
| 2006 |
Advanced Interdisciplinary Training |
Gamache/Smith |
16 |
| 2005 |
Basic Collaborative Law Training |
2004 Chip Rose video |
6 |
| 2005 |
Basic Collaborative Law Training |
Tonda Mattie |
6 |
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| General Comments |
Active in CLI Member Services Committee and a member of CLI Board
Active in Edina CLI Study Group,
Since my financial planning practice is based on a holistic, comprehensive approach, I am interested in supporting the collaborative law process in order to provide a much more holistic, improved outcome for those going through divorce. |
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| Areas of Practice |
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Financial
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| Education |
| Undergraduate Education |
BS in Accountancy with High Honors, 1974, University of Illinois, Champaign, Urbana
Certificate in Financial Planning, 2004, University of MN, Carlson School of Management
Passed CFP exam, March 2005 |
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| Professional Licenses |
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CPA, CDFA (certified divorce financial analyst); CFP (certified financial planner)
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| Professional Activities |
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Member of Financial Planning Association of MN,
Member of MN Society of CPAs
Board member of CLI
Member of NAPFA - National Association of Personal Financial Advisors
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