Finder Services
At every fork in the road we look to find the best solution to help us make the most educated decision. When exploring financing options for your home, business, investment property, commercial building, etc. you should employ the help of a "Finder" who can help you navigate the best source of capital. As a Finder I weed through the "white noise" and find you the right fit for you and your need - relationships take years to build so leverage is critical and speaking the right language from the start prevents problems down the road.
Attorneys, Mediators, Financial Analysts, Advisors, Insurance Professionals
A divorce mediator or attorney will advise you on specific aspects of divorce and how it is best to proceed. What does an attorney do that a mediator cannot - knowing the difference not only impacts how much you will pay but also the scope of work that can be performed.
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Does your financial advisor know about your divorce and will there potentially be a conflict of interest. When was the last time he/she reviewed your portfolio? Does it need to be re-balanced because of a change in circumstances? Are you sure you will have saved enough to retire when you are ready or can you survive on your savings if you lose your job? Perhaps a new or additional insurance product like an additional life or long term care policy is needed or are looking to open a custodial account but aren't sure which is better for your circumstances.
Members of the Institute for Divorce Financial Analysts specialize in the financial issues surrounding divorce. The role of the CDFA includes acting as an advisor to one's divorce lawyer, or as a mediator for both parties. A CDFA uses his or her knowledge of tax law, asset distribution, and short- and long-term financial planning to achieve an equitable settlement. Couple this discipline with a Forensic Accountant to ensure you know the whole picture and how it impacts you now and in the future.
Private Consulting/Networking Events
Organizing group events and seminars for as few as 10 and as many as 1,000 requires not only planning but knowing your audience. Do you have the right speaker(s) for your panel discussion? Did your marketing materials effectively communicate your topic and are your promotional materials sending the right message.
Financial Coaching
Have a group looking for assistance with Budgeting or how to come up with a savings plan? Financial coaching provides those services WITHOUT recommending or executing specific trades. Learn tips and tricks to stay on track and be effective in your plan. Gain resources and advise for self-direction or assistance with the right professional for your specific needs.