As every financial decision has a tax implication, it makes sense to work with a financial planner who is also a federally licensed tax advisor. I am an Enrolled Agent, fiduciary-standard financial planner and a Certified Divorce Financial Analyst, CDFA®. I have a unique blend of professional experience as a tax & financial specialist.
As a CDFA®, I create defensible expert financial analysis of divorce settlement options. We support clients and attorneys with alimony buy-out calculations, lifestyle analysis, pension valuations, tax & marital estate reviews, financial declarations, expert witness & QDRO facilitation.