iStock-801038286.jpg

Services for other Family Professionals

A Certified Financial Divorce Specialist can work with a professional team to support clients through financial disclosure, explain their financial options, and guide them to a resolution. 

cfp mark.png
FDS logo.png
bp logo two.png
bp logo 5.docx.png
bp logo 4.jpg
BP logo one.png
bp logo 3.jpg
Bp Logo 6.png

Services for other Family Professionals

A Certified Financial Divorce Specialist can work with other professional experts to support clients through financial disclosure, explain their financial options, and guide them to a resolution. 

Assisting Lawyers  With Financial Tasks

Lawyers often have large case loads, but still wish to show their clients care and attention. By referring clients to a financial expert who can assist and educate them about finances, lawyers will feel less overwhelmed and more prepared to make fundamental decisions for their clients' futures. By using a financial divorce professional, lawyers can spend fewer resources on helping clients understand the financial implications of their situation, and devote more time to the legal issues. Clients will value the referral, and feel supported and valued by their lawyer.

 

Participation as a Financial Mediator in the Mediation Process

With over 70 hours of mediation training, I assist family mediators of all backgrounds with the financial part of the Memorandum of Agreement. As a mediator, aim for a peaceful and fair approach for everyone involved. Still, your client needs to make sound financial decisions to avoid any future pitfalls and future legal fees. As a financial mediator, I will guide you and your clients through this part of the process, leaving all other matters to your expertise.

 

Participation as a Financial Neutral in the Collaborative Family Law Process

A couple may choose a collaborative approach to arrive at a separation agreement. Both spouses would hire each a lawyer, and potentially sign a Participation Agreement outlining the collaborative process.

 

As part of the process, the couple may require other collaborative professionals such as a divorce coach, child specialist, and financial neutral. This team approach is successful if everyone involved is trained to work collaboratively, and adheres to the standards and ethics as outlined by the IACP for this process.

 

I am a member of the IACP (International Academy of Collaborative Professionals), SPA (Separation Professionals Alliance), CPC (Collaborative Professionals Canada), and belong to the Victoria, Vancouver and Nanaimo Collaborative Family Law Groups. I am experienced and qualified to participate in the collaborative family law process. 

Why use a Financial Specialist as a lawyer or mediator?

My approach is holistic and takes my clients' entire financial picture into consideration

  • I  educate the parties regarding  the financial implications of the separation.

  • I provide financial literacy, clarity, and understanding to help clients make informed financial decisions for their family,  based on the structure of their entire financial picture.

  • I help couples express their individual and shared financial interests.

  • I help with decision making regarding keeping or selling matrimonial homes, and other properties.

What are the benefits of using a Financial Neutral?

  • I gather and review necessary data to ensure no assets are missed or overlooked.

  • I reduce overall costs by matching the task to the professional.

  • I address long-term implications of financial decisions.

  • I help couples focus on reasonable possible outcomes.

Additional Services

  • White LinkedIn Icon
  • White Twitter Icon
  • White Google+ Icon
Confidential Neutral Consultation 

Speak with a neutral Financial Divorce Specialist to confidentially discuss your situation and determine your next steps.

  • White LinkedIn Icon
  • White Twitter Icon
  • White Google+ Icon
Financial Literacy 
For Life

Create a financial plan for the next chapter of your life, based on a solid understanding of your current situation and goals.

Financial Mediation

Unbiased information and support to help you understand your options and disentangle your finances in a knowledgeable way.

  • White LinkedIn Icon
  • White Twitter Icon
  • White Google+ Icon
Modern Separtion
Solutions

An all-inclusive package that brings together a parenting plan and qualified advice for you to make informed and objective decisions about your division of finances.   

  • White LinkedIn Icon
  • White Twitter Icon
  • White Google+ Icon
Divorce Finances and Planning

Accurate statements and  calculations will enable you to clearly understand your situation, responsibilities and obligations. 

  • White LinkedIn Icon
  • White Twitter Icon
  • White Google+ Icon
Services for Legal Professionals

Reduce your liability by having client financial data compiled and reviewed by an  experienced and  objective CFDS. 

My Commitment to Your Clients

I will empower your clients with the knowledge, clarity, and support they need to make fair and informed financial decisions before, during, and after separation and divorce.