Our Qualifications
EDUCATION and TRAINING
- College for Financial Planning, CFP® Certification
- Institute for Certified Divorce Planners CDP/CDFA Certification
- Bachelor of Science Business/Finance
- Mediation - facilitative, interest-based (74 hrs)
- Mediation - narrative model (15 hrs)
- Collaborative DivorceTM (2000, 2001, 2002)
- Fundamentals of Collaborative Law (2001)
- Advanced CDP Trainings - ICDP
- Advanced Practice Management - ICDP
- Tax Aspects of Divorce
- Stock Options (support, property)
- Pensions & QDROs
- Employee Benefits
- Tracing and Reimbursements
- Business Interests
- Pension Cases
How We Work
- Divorce Settlement Analysis
- Investment and Asset Management
- Cash Management (spending patterns, budgeting)
- Cash Flow Modeling
- Risk Management (insurance-life, disability, long term care and insuring support)
- Investments and Stock Options
- Retirement & Pension Plans
- College Funding
- Social Security
- Educating on Financial Issues
- Teamwork
CURRENT ORGANIZATIONAL ASSOCIATIONS
- Alliance of Collaborative Professionals East Bay – Founding
- Member Collaborative Practice Group of Contra Costa – Founding Member
- Collaborative Practice Silicon Valley
- Collaborative DivorceTM- South Bay practice group
- International Academy for Collaborative Professionals (IACP)
- Contra Costa County Bar Assoc..- Affiliated Lay Member, Family Law Section
- Co-Founder California Divorce Planners Network (CDPN)
- Financial Divorce Association (FDA)
- Institute for Divorce Financial Analysts (IDFA)
- Financial Planning Association – East Bay Chapter (FPA)
