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Julie Bonvillain, (Financial Professional)

Address:
   Bethesda, MD
Phone:
  
Fax:
  
Other Office Locations:
  
Email:
  julie@sandboxfp.com
Website:
  

Education


Degree Institution Year Add More

Licenses


J.D.

LL.B.

Ph.D.

Psy.D

Ed.D.

L.E.P.

LCSW

LPC

LMFT

Psychiatrist

CFP®

CPA

ChFC

Professional Activities


Current Prior

Collaborative Practice Training


Year Course Title Instructor Hours Action
Basic/ Introductory Collaborative Law or Interdisciplinary Collaborative Team Training.
30-Hr Interest-Based Negotiation & Mediation Skills
Advanced interest-based negotiation, communication skills, collaborative,professional coach training
Annual 4 hours collaborative continuing education (basic, intermediate, or advanced)

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Julie Bonvillain, (Financial Professional)

Address:

Phone:
Fax:
Website:


Collaborative Practice Group Membership


Collaborative Divorce Solutions of Tidewater
Collaborative Professionals of Richmond

Collaborative Services


Education


Licenses


CDFA® ,CFP®

Professional Activities


CURRENT:
Member of the Institute for Divorce Financial Analysts
Financial Coach with THRIVE, a 501c(3) non profit organization
Tax Preparation Coach with Life Financial Assistance Organization a 501c(3) non profit organization

PRIOR:

Collaborative Practice Training


Year Course Title Instructor Hours
Basic/ Introductory Collaborative Law or Interdisciplinary Collaborative Team Training.
2024 Introductory Interdisciplinary Collaborative Team Training CPTI 20
30-Hr Interest-Based Negotiation & Mediation Skills
- - -
Additional 15 hours Intermediate/ Advanced interest-based negotiation, communication skills, collaborative, or basic professional coach training
- - - -
Annual 4 hours collaborative continuing education (basic, intermediate, or advanced)
2024 Tax Traps in Divorce and How to Avoid Them Collaborative Clubhouse: Jane O. Rowny, CDFA®, CFP®, CPA 1
2024 Six Tips for Creating A Successful Working Relationship with Our Clients From the First Consult Through Settlement Collaborative Clubhouse: Lisa Herrick, PhD 1
2024 Annual Training Bruce Avery 4
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