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9524052000
www.ajwfinancial.com
amy@ajwfinancial.com
Amy Wolff
AJW Financial, Inc.
3300 Edinborough Way, Suite 550, Edina, Minnesota, 55435


Bio

Amy is a Certified Financial PlannerTM  practitioner and a Certified Divorce Financial Analyst® (CDFA®) with over 20 years of experience in the financial services industry. She has superbly navigated the different ways men and women think about money in order to represent agreeable resolutions in more than 600 collaborative and mediation divorce cases. Her strength in presenting workable options with logical reasoning and clear data has a way of making people feel comfortable and supported. Amy’s approach to custom financial solutions has given countless clients a neutral space to make well-reasoned financial decisions for their futures — and for their loved ones. She also offers one-party divorce settlement support.

 

Her services don’t end once a divorce settles. Amy will continue to advise clients on retirement and investment decisions, budgeting, caring for adult children or parents, home and car purchases, refinancing and anything else that relates to a client’s financial life. By remaining accessible and open to any questions, the entire team at AJW Financial helps clients avoid pitfalls and make decisions that align well with their plans long-term.

Business
Training
YearTraining TypeInstructorHours
2018 Promises & Challenges: Maintaining High Aspirations & Reasonable Expectations Ron Ousky, Attorney, Mediator 8.00
2017 Motivational Interviewing & Advanced Collaborative Training CLI Annual Forum 8.75
2017 Minnesota Child Support from Principal to Practicality Chip Rose 3.00
2016 Collaborating with Addiction CLI Annual Forum 7.00
2016 Crucial Conversations Training Ann Schaibley, J.D. 12.00
2015 Navigating Change: Working Through Stress and Building Resilience Through a Lifetime CLI Annual Forum 9.50
2013 Working with High Conflict Clients Bill Eddy, LICSW, JD, CFLS 7.50
2013 Advanced Collaborative Practice and Mediation Chip Rose 9.00
2012 Conflict Management and Teams Susan Gamache 9.00
2011 Advanced Interdisciplinary Training CLI Annual Meeting 5.00
2010 Advanced Interdisciplinary Training CLI Annual Meeting – Dave Matthews 4.00
2010 Neuroscience Tools & Techniques in Collaborative Practice Kimberly Faus & Hembree 5.00
2009 Intermediate Interdisciplinary Training IACP Forum Mpls 12.00
2009 Domestic Violence Training CLI Annual Meeting 4.50
2008 Advanced Interdisciplinary Training IACP Forum – New Orleans 6.00
2007 Advanced Collaborative Law Training Annual Mtg/Tesler 5.00
2007 Advanced Interdisciplinary Training Apprec. Inquiry/Thompson 6.00
2006 Advanced Interdisciplinary Training Gamache/Smith Nov 06 11.00
2006 Mediation Training Chris Leick 12.00
2006 Basic Interdisciplinary Training Amy Wolff 3.00
2006 Basic Interdisciplinary Training Wolff/Kuntz 2.00
2006 Advanced Interdisciplinary Training Susan Gamache 6.00
2005 Intermediate Interdisciplinary Training Chip Rose Replay 6.00
2005 Advanced Collaborative Law Training Chip Rose 6.00
2005 Intermediate Interdisciplinary Training Atlanta Forum 6.00
2005 Intermediate Interdisciplinary Training CLI-MN Annual Meeting 4.00
2004 Basic Collaborative Law Training MN CLI Annual Meeting 2.00
2004 Intermediate Interdisciplinary Training IACP Boston Trainers 8.00
2004 Advanced Collaborative Law Training Chip Rose 12.00
2004 Basic Interdisciplinary Training Tonda Mattie & Others 6.00
2003 Intermediate Interdisciplinary Training IACP Vancouver Trainers 7.00
Areas of Practice

Collaborative Practice

Mediation

Financial Professional Services

  • Property division
  • Cash flow modeling and budget preparation
  • Projected cash flow evaluation based on various spousal maintenance and/or child support scenarios
  • Tax projections
  • Long-term/Retirement plan projections
  • Social Security optimization

 

Registered Representative offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC.  Investment advisory services also offered through AdvisorNet Wealth Management.  Cetera is under separate ownership from any other named entity.

Education
Undergraduate Education: Bachelor of Science – Business, University of MN, Carlson School of Management, 1992
Postgraduate Education: Certified Financial Planners Program, College of Financial Plannning, 1995
Certified Divorce Financial Analyst Program, The Institute for Divorce Financial Analysts, 2002
Professional Licenses
  • College of Financial Planning, 1995, CERTIFIED FINANCIAL PLANNERTM professional (CFP®)
  • The Institute for Divorce Financial Analysts, 2002 Certified Divorce Financial Analyst® (CDFA®)
  • MN Insurance License #IN-20001775
  • Series 7 Securities Registration
  • Series 24 Securities Registration
  • Series 63 Securities Registration
Professional Activities
  • Minnesota Collaborative Law Institute, member, past board member and past president
  • International Academy of Collaborative Professionals, member, past board member
  • Daisy Camp, board member and frequent speaker
  • Financial Planners Association of MN, member and past board member

Members Area

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