Financial Insights & Strategies
At Financial Insights & Strategies, we are proud to be fiduciaries to our clients, helping to bring clarity to the complex financial aspects of divorce. Our Certified Divorce Financial Analysts® and Chartered Special Needs Consultants® provide competent analysis, education and simplicity of presentation. We understand the emotional upheaval of divorce and strive to empower our clients to make wise financial decisions for better footing in the future.
As trained mediators, we prioritize our clients’ needs and goals as we gather data, analyze it, and present options. We provide guidance customized to each client, without using financial jargon. We specialize in working with women, helping them to gain financial literacy during divorce, and in divorcing with a special needs child, providing financial planning services.
In addition to strategies and analysis during the divorce process, we offer financial life planning to help clients achieve financial wellbeing through life’s transitions.
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