Services
Mindfulness
Let’s begin where you are and build a foundation
Financial Wellness
Let’s make money an effective tool for your life
Empowerment
Let’s empower you to make the best decisions for you and your family
Sustain Wealth
Let’s make a plan for this phase of life and beyond
Identify
We’ll identify where you are in the divorce process emotionally, financially, and legally. We’ll work to identify your post-divorce financial goals and the timing of next steps.
Discover
We’ll work closely to gather relevant data around income, expenses, assets and debts for a fresh look at your financial resources.
Analyze
We’ll take all of the data that we’ve gathered and empower you with outcome opportunities based on your goals.
Outcome
Your divorce settlement agreement will be based on an anticipated outcome (based on our analysis), but we need to make that goal a reality by implementing a sustainable investment and lifestyle plan so that you thrive post-divorce.
You can experience a happier and more fulfilled life after divorce and beyond.
The benefits of a financial advisor extend into the implementation of efficient and proven financial strategies in practice areas of tax, retirement, and estate planning.
As your lifestyle changes so does your financial plan, the investment plan, and your long term strategies to achieve predefined goals. I not only help put this process in motion, but also guide the process along and consistently make changes.
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Phone:
(650) 548-9800
