Divorce is one of the toughest challenges you will ever face. It is a major life transition. As a divorced parent, a stepparent, and the parent of a special needs child, I felt firsthand the anxiety, fear, frustrations, and pain of an adversarial divorce process after 30 years of marriage. While every family including yours is unique, I want you to know I have traveled a similar path. It is these and other life experiences along with my professional background that make me uniquely qualified to help families in conflict.
My perspective on helping families sort out their finances is very simple. My goal is to efficiently and as cost effectively as possible, help you conserve your family’s financial resources for the benefit of your family because that is where your financial resources belong.Â Your family and your financial resources do not belong in an adversarial court based process where financial resources can quickly vanish, relationships are destroyed, and children become caught in the middle instead of being at the center of two loving caring parents.
I will diligently work with you to help you and your spouse discuss and evaluate financial options so both of you can structure sound financial agreements for the next stage of your life.
I offer an initial one-hour consultation at no cost to discuss your process options, share with you the Collaborative Divorce financial process, and answer your questions. I can meet at office locations in Plymouth, Edina, St. Paul, and Woodbury. Â I am able to offer virtual meetings using screen-sharing capabilities to meet with you wherever you may be.
You can reach me at 763-201-1390 or via email at email@example.com.
I wish I could tell you that Collaborative Divorce is easy. It is not. Collaborative Divorce is hard work both for you as a couple and for me as your financial neutral.
|2010||Intermediate Interdisciplinary Training||Live Experience CLI Staff||12.00|
|2010||Advanced Interdisciplinary Training||Fauss and Hembree||6.00|
|2010||Basic Interdisciplinary Training||Amy Wolf||5.00|
|2010||Conflict Resolution||Rebecca Picard||2.00|
|2010||Advanced Interdisciplinary Training||Pauline Tessler||2.50|
|2010||Basic Interdisciplinary Training||Chip Rose||6.00|
|2012||Conflict Management and Teams||Susan Gamache||9.00|
|2013||Family Mediation||Hamline University School of Law Mediation Center||40.00|
|2013||Advanced Collaborative Practice and Mediation||Chip Rose||9.00|
|2013||Working with High Conflict Clients||Bill Eddy, LICSW, JD, CFLS||7.50|
Cash flow modeling and budget preparation
Projected cash flow analysis and evaluation for various spousal maintenance and/or child support scenarios
Modeling allocation of assets and liabilities
Unique issues of gray divorces to include retirement needs and optimization of Social Security benefits for divorced spouses
Non-marital tracing of assets and liabilities as needed
B.A. Liberal Arts Western Illinois University
F.B.I. National Training Academy Quantico, VA
Certified Financial Planner Board of Standards-Certified Financial Planner,TM professional
Rule 114 Qualifed Neutral on the Minnesota Supreme Court statewide roster
Board of Directors Collaborative Law Institute (CLI) of Minnesota
2016 Co-President elect
Board of Directors Financial Planning Association of Minnesota2013 Board Chair
- 2012 President
- 2011 President Elect
- 2009-2010 Member Services Director
CLI MN Team Practice Committee
CLI MN Public Education Committee
Twin West Chamber of Commerce member
Dalbar beta test research project Purpose Based Asset Management
Produced recorded audio CD in 2006 titled “Identity Theft Crime of the 21st Century”
* Registered Representative, Securities offered through Cambridge Investment Research, Inc.a Broker/Dealer, Member FINRA/SIPC.Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.Â Integra Shield Financial Group LLC, The Collaborative Law Institute of Minne