Financial Planning and Divorce Financial Consulting to help you move on.
"I wish I'd met you sooner." That is the most common statement I hear when I tell people what I do. Don't regret we didn't meet sooner - contact me today.
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Financial Planning and Tax Services
I have provided tax and financial advice since 1991. I hold securities licenses, insurance licenses, Illinois Realtor license, and I am registered with the IRS for tax preparation.
Divorce Financial Consulting
I provide pre-divorce consulting, litigation support, pre- and post-nuptial agreement consulting, child support and alimony calculations, pension valuations, post-decree support modification calculations, and expert witness testimony to individuals, couples, and attorneys.
Divorce Mediation and Collaborative Divorce
As a neutral divorce financial expert in mediation and collaborative divorce cases, I assist couples in creating budgets, developing settlement scenarios, and advise them on the tax and long-term financial implications of proposals.
Referrals to Divorce Professionals
Clients often see me before they file for divorce. Count on me to refer you to trusted attorneys and mediators. I can also provide referrals to mental health professionals such as therapists, social workers, child psychologists, coaches, and others.
Don’t do this alone.
With over 25 years of experience as a financial planner, investment manager, and tax advisor, I have seen it all, and I’m here to help.
Divorce Financial Consulting & Financial Therapy For Mental Health Professionals
I help people move on with their financial lives; you help those going through divorce move on with their emotional lives. Our joint contributions are valuable in getting clients to face the future, so I appreciate the opportunity to work with you.
Divorce Financial Consulting For Financial Advisors
I maintain a strict non-compete policy, so any advisor who refers a client to me receives the client back "intact", without the client being solicited for business.
Divorce Financial Consulting For Attorneys
I provide a number of top attorneys in the Chicago area with litigation support services. From forensic accounting to expert witness testimony, from QDRO drafting to Lifestyle Analysis, I will help your client achieve an equitable settlement at a reasonable cost.