|
|
Theresa F. Jacobson, CFP (Financial Professional)
|
I was drawn to the Collaborative model because of the emphasis placed on family and creative solutions. As a financial professional, I have seen first hand what divorce can do to families and how the adversarial system can magnify the negative aspects of divorce. As a financial neutral within the collaborative system it is satisfying to be a part of a model which nudges all participants to rise to a higher level and in doing so allows them to maintain dignity in the face of a difficult situation.
|
| Address: |
3800 American Blvd. W
Suite 1140
Bloomington MN, 55431
USA
|
| Phone: |
952-896-3894 |
| Fax: |
952-896-3885 |
| Email: |
tjacobson@focusfinancial.com |
|
|
|
|
| Collaborative Law Training |
| Year |
Training Type |
Instructor |
Hours |
| 2008 |
Intermediate Collaborative Law Training |
Tessler |
2 |
| 2008 |
Basic Collaborative Law Training |
Tonda Mattie |
6.5 |
| 2008 |
Intermediate Collaborative Law Training |
2008 Annual Conference |
6 |
|
| General Comments |
| As a Financial Neutral, I work with clients to help evaluate the short-term and long-term financial impact of any proposed divorce settlement. It is critical that clients have a clear understanding of the financial decisions made during the divorce process. |
|
| Areas of Practice |
|
Financial
Valuation
|
|
| Education |
| Undergraduate Education |
University of St. Thomas, Graduated 1987
BA in Mathematics |
| Postgraduate Education |
CFP Certified Financial Planning Designation
CDFA Certified Divorce Financial Analyst
|
|
| Professional Licenses |
|
Series 7
Series 66
|
|
| Professional Activities |
|
Member FPA, Financial Planning Association
Member FSI, Financial Services Institute
Member IACP, International Academy of Collaborative Professionals
|
|
|
|
 |
|
