Most anyone can find a few people to say nice things about them. Therefore, although I have received plenty of accolades and recognition as a divorce financial professional, I won't bore you with a lot of sanitized glowing remarks about how wonderful I am.
The reasons for "no testimonials" are simple. Because I am a licensed financial professional, subject to extensive regulations, I am prohibited from using testimonials. I adhere to these regulatory restrictions in all that I do, follow the rules, and practice to my highest standards at all times. The logic to such a restriction is that quotes from a few people will not accurately represent 100% of the opinions, held by 100% of the people, 100% of the time. I think that is good reasoning.
Evidence of the respect and admiration I have earned as a divorce financial expert, among professionals as well as clients, is confirmed by continued:
- Requests to speak at professional and community events
- Requests to serve in professional leadership roles at the national level
- Coverage by the press regarding my services and accomplishments
- Requests to write on professional topics for multiple publications
- Referrals from other professionals as well as highly satisfied former clients
I hope that these indicators of who I am, what I do, and how I can help you with your divorce provide the reassurances you need to consider using my services.
03/24/2017Choosing an Attorney
I am often asked for attorney referrals by potential clients embarking on the divorce process. My usual response is that I am better able to make referrals after meeting with you, understanding something about your situation, what you prefer in the way an attorney will represent you, and getting to know you is a limited way. Even after all that, I will provide at least three names of attorneys for you to interview, assess and make your own best decision. An attorney is not a commodity. This is...
01/25/2017Preparing for Divorce
You have decided this divorce needs to happen. Now what do you do? Prepare yourself. The following are some steps to take before you pull the trigger and set things in motion. Take care of deferred needs like dental work, new eye glasses, replace the tires, fix the roof, etc. Money is going to get tight, real soon, so better to know these things are taken care of. On the other hand, you will need to save some cash for the expenses of the divorce process: hiring professionals like a financial...
What assistance can you expect from your current financial planner or advisor during your divorce? The short answer is "None." Your divorce presents a clear ethical dilemma and/or conflict of interest for your current financial professional. They must simply "sit it out," wait for the divorce to be finalized, then resume services, if you wish them to do so. Whether they realize this, or acknowledge as much, is up to them. However, this message is to help you make more informed decisions regarding...