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Our goal is to make your relationship with your client easier and your meetings more focused and productive. Reach out to learn more about how we can help you.
When your clients want to work together, but don't know where to start, we can propose financially neutral plans that can get you closer to the collaborative results you're looking for.
Money conversations are emotional conversations. If you're looking for a trusted resource to help educate your clients on healthy financial goals and plans, we can help.
There are lots of ways to serve divorcing individuals and families. If you have a business and would like to learn more about working with CDFA professionals, email us below.
Clients need a wide circle of friends, neighbors and professionals to help them navigate the transitions that come with divorce. If you are an attorney, CPA, mediator, therapist, real estate professional, or other business professional with relevant divorce experience, please reach out and ask us about our vetting process for referring our clients. We do not profit from referrals, but we do want to get to know you a bit before we give your name to a client. We know you understand.
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