Going through a divorce is certainly hard enough – if you have children you have to develop a parenting plan, you may be on an emotional roller coaster, and now you need to figure out how to “divide” your finances. These and other concerns all add to your stress levels. As a CFP®, CDFA®, I have been trained in the fundamentals of divorce and finance which enable me to provide you with a structure and a process to facilitate resolving your financial settlement. As a financial neutral - I value open, honest communication between all parties. It is important that we develop trust and participate as a team throughout the collaborative divorce process.
I am a collaboratively trained financial expert team member engaged by both parties to aid in gathering information about and documentation of financial assets, liabilities, income and expenses and in developing and evaluation financial options.
Certified Financial Planner, CFP®
Certified Divorce Financial Analyst, CDFA®
Series 7 & 66
Insurance ,CFP®
CURRENT:
Virginia Collaborative Professionals - Member
Richmond Collaborative Professionals - Member
PRIOR:
Year | Course Title | Instructor | Hours |
---|---|---|---|
Basic/ Introductory Collaborative Law or Interdisciplinary Collaborative Team Training. | |||
2018 | CPTI Introductory Training | CPTI | 12 |
30-Hr Interest-Based Negotiation & Mediation Skills | |||
2020 | Mediation & Interest-Based Negotiation Skills Training | Lisa Herrick & Barbara Burr | 30 |
Additional 15 hours Intermediate/ Advanced interest-based negotiation, communication skills, collaborative, or basic professional coach training | |||
2019 | Wisdom is Knowing a Mistake When You Make it Again | CPR: Sandy Cassel | 1 |
2019 | VaCP Annual Conference: Collaborative Boot Camp | Lisa Herrick & Barbara Burr | 5.5 |
2019 | Social Media Marketing Tips | CPR: Shelly Bandis (Raspberry Consulting) | 1 |
2019 | Savvy Social Security Planning | Alan Dole, MBA (with Equity Concepts) | 1 |
2019 | Case Conference | CPR | 1 |
2019 | Behavioral Finances | CPR: Susan Buniva & Sandy Cassel | 1 |
2019 | Becoming Financially Whole After Divorce | CPR: Keri Herlick | 1 |
2018 | Support Redux: Navigating the New Tax Laws and the Emotional Challenges They Create for Spouses (and Teams) (11th VaCP 11-12-18) | CPTI: Sanford Cassel, PhD.; Frank W. Morrison, JD; Gigi Robson, CPS, CDFA; & Paul R. Smollar, JD | 3.5 |
Annual 4 hours collaborative continuing education (basic, intermediate, or advanced) | |||
2024 | Case Conference | CPR: Mary Hunt, Mollie Barton, Jill Gasper | 1 |
2024 | Avoiding Splitting the Team in Collaborative Practice (17th VaCP) 11-11-24 | Loretta “Lori” Gephart, M.A. | 4 |
2023 | Trauma-Responsive Collaborative Practice (16th VaCP) 11-13-23 | Dana Baerger, J.D., Ph.D. | 6 |
2022 | Understanding Full Disclosure and Transparency | CPR: Stephanie Smith | 1 |
2022 | Managing Challenges in the Collaborative Divorce Process: Cognitive Bias, Mental Health, High Conflict Personality Disorders, and Addictions | Dr. Beth I. Wilner, Ph.D. | 6 |
2021 | Stigmas: Gaining More Awareness of What We Might Not Know | CPR: Annette Graham, Barbara Picard and Lynne Einhaus | 1 |
2021 | Maximizing the Role of a Financial Neutral in Unprecedented Times (14th VaCP) | Jane Rowny, CPA, CFP®, CDFA®, Jamie Blum, CPA, CDFA®, & Jordan Egert, CPA, CFE, CDFA® | 2 |
2021 | Helping Divorcing Families Manage the Collaborative Process with Special Needs Children | CPR: Kristen Carlton of Eli’s Village | 1 |
2021 | DC Metro Protocols: Financial Issues: Gathering Information, Option Development, Evaluation, and Resolution | CDPR: Robyn E. Hill, JD, CFP®, CDFA® and I were presenters | 1 |
2021 | Changes, Practical Applications and Issues now that the UCLA Statute has been Enacted (14th VaCP) | Teresa Cole, JD, Karen Keyes, JD & Cheryl Smith, JD | 1.25 |
2021 | A Deeper Dive into the Role of the Child Specialist (14th VaCP) | Natalie Goldberg, LCSW & Lisa Herrick, PhD | 2.75 |
2020 | Things to Consider in Handling Multi-Nationals Family Law Cases and Cases with International Aspects | CPR: Melissa Kucinski | 1 |
2020 | The Psychological and Ethical Dimensions of Collaborative Practice | David A. Hoffman, Collaborative Attorney & Mediator | 6 |
2020 | Managing Healthcare Expenses in Retirement | CPR: Tyler Dove, NorthBank Partners | 1 |
2019 | What’s IACP Got To Do With It? | Christopher Macturk, JD | 1 |
2018 | Virginia Case Law & Legislative Update | Delegate David Toscano, Robert J. Merlin, P.A., & Teresa Cole., JD | 1.5 |
2018 | Uniform Collaborative Law (11th VaCP 11-12-18) | Various | 4 |