As an independent planner, I‘m able to devote the time to focus on your individual needs exclusively. In addition, I have the freedom to select from a universe of financial tools to create the best fitting solution for you. My primary concern is your financial well-being. It’s the cornerstone of everything that I do.
Protect and Preserve Your Lifestyle
My firm is a full service wealth management practice. We provide holistic comprehensive planning. It starts with a dialogue to learn about you and your life plans. By reviewing your current financial picture and hopes for the future, we are able to gather a thorough understanding of your objectives and goals.
Once that is complete, we provide strategic solutions to help you achieve your desired lifestyle and meet important milestone events. It’s an ongoing process that emphasizes frequent client meetings, ongoing communication and constant monitoring of your plan to reflect your preferences as well as life changes.
Specializing in Divorce
I started my career in wealth management, with a specialization in taxes. Early on, as my client relationships developed, I noticed a trend. I was surprised that so many of my clients who had been through a divorce, lacked an understanding of how it would impact their long-term financial future.
This is why I decided to specialize in divorce: It’s a common thought that a divorce attorney has a firm grasp on the best settlement for his or her client, but this is not always the case. Divorce attorneys don’t always look at the complete picture; they may tell clients whether a settlement is “good” or “bad”, but don’t explain how a settlement will translate into their everyday lives. I listen to each of my clients’ unique situation. I provide the knowledge and expertise needed to support clients in making the best choices possible before, during and after the divorce process.
World-Class Service in a Beach City
Located in the Palos Verdes Peninsula, we are not an impersonal brokerage firm with our own agenda. In fact, we have expertise and service that exceed industry standards. As a boutique firm, we are advocates and trusted advisors who have our clients’ ultimate financial stability and goals in mind. In fact, our clients refer to us as their financial concierge and complete financial resource.
With my blog, I hope to educate both individuals and attorneys on why it’s important to work with an expert in divorce planning, and not just any financial professional. People going through a financial transformation in their life need a skilled advocate. As a CDFA™, I have expert training in divorce and financial analysis, with a detailed understanding of California’s divorce laws.