For Financial Professionals

Financial decisions made during divorce often have lasting implications for individuals and families. I value collaborative relationships with Certified Divorce Financial Analysts (CDFAs®), Certified Financial Planners (CFPs®), accountants, and other financial professionals who help clients understand their options and make informed financial decisions.

Legal, financial, and emotional considerations are often closely connected during divorce. While financial professionals provide specialized guidance regarding assets, budgets, taxes, retirement, and long-term planning, my role is to help clients approach those conversations with greater clarity, emotional readiness, and confidence.

Divorce coaching provides a supportive space for clients to organize their thoughts, clarify priorities, and prepare for important financial conversations and decisions. By reducing emotional overwhelm and strengthening communication, clients are often better prepared to participate meaningfully in financial planning discussions.

When it serves the client's best interests, collaboration may include:

• Coordinating with financial professionals with the client's informed consent.

• Helping clients organize questions and priorities before financial planning meetings.

• Supporting thoughtful decision-making during periods of uncertainty or emotional stress.

• Reinforcing financial professionals' recommendations by helping clients process information and prepare for next steps.

• Encouraging respectful communication when financial decisions affect the entire family.

I respect the distinct expertise financial professionals bring to the divorce process. By remaining grounded in my professional role while supporting clients through the emotional and relational aspects of financial decision-making, I strive to contribute to a collaborative process that promotes informed decisions and long-term stability.