The emotional aspects of divorce are often compounded when dealing with the financial issues relating to marital breakdown. A Chartered Financial Divorce Specialist provides a unique set of skills providing a much more detailed and focused approach to addressing these needs than a traditional financial advisor.
Terri is a Chartered Financial Divorce Specialist with over 25 years of experience in the banking and Wealth Management fields. Trained in the collaborative process, Terri’s role is that of a financial neutral, assisting couples with gathering, documenting, and making sense of their financial information.
Terri can review settlement options and proposals with you to determine the long-term implications and effect on your future well-being. Education is key in preparing clients for better decision-making. Terri helps clients increase their comfort level with regards to financial planning, budgeting, insurance, and investments and can make appropriate referrals and introductions to ensure all one’s needs are met post divorce.
Terri has a passion for working with clients in transition, and takes a personal interest in ensuring clients maintain civil relationships in the best interests of their family. Her goal is to assist couples in getting through a difficult and emotional time, efficiently and productively, while bringing some sensibility and perspective to the process. Divorce doesn’t have to be destructive.
In addition to holding the Chartered Financial Divorce Specialist (CFDS) designation, Terri is a Personal Financial Planner (PFP) and Financial Management Advisor (FMA) and holds a Certificate in Retirement Strategy.
Please feel free to contact Terri for a complimentary initial consultation to find out more about her services at firstname.lastname@example.org or visit her website for more information: