11272 86th Ave N, Suite B, Maple Grove, Minnesota, 55369
As an independent financial planner with over 15 years of experience, my business involves assisting clients with the areas of budgeting, risk evaluation, investments, taxes, retirement planning and estate planning. I am a Certified Divorce Financial Analystand Certified Financial Planner, each requiring continued education in divorce analysis and financial planning.
In 2012, I decided to expand the focus within my financial planning practice to include helping clients deal with the challenging financial issues of divorce and help them avoid common financial mistakes made during the process. Divorce can be the most emotionally and financially devastating period in someones life and is typically the largest financial transaction most people will ever experience. I provide education and support during the difficult decision making process in order to help clients make rational and informed decisions that are in alignment with their dissolution goals.
Securities offered through Royal Alliance Associates, Inc. – Member FINRA/ SIPC. Advisory services offered through Financial Dimensions Group, Inc., a Registered Investment Adviser not affiliated with Royal Alliance Associates, Inc. Registered branch telephone – 763-416-8207.
The New Collaborative Experience. Edina, MN
Collaborative Law Institute of Minnesota
Undergraduate Education: Bachelor of Business Administration Concentration in Finance – University of Minnesota Duluth 1995
Certified Financial Planner – Kaplan Financial Certificate Program in Financial Planning
Certified Divorce Financial Analyst– Institute for Divorce Financial Analysts