As you go through divorce, we help you make informed financial decisions that support your lifestyle and long term goals during and after this impactful life change.
You need clarity and options from a compassionate and experienced Certified Divorce Financial Analyst (CDFA®) and Financial Planner to help you shape your financial future.
We are here when you are ready to take the next step.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Patrick has successfully created financial plans for hundreds of divorce cases working with individuals, couples, family law attorneys, and mediators. Patrick’s approach is to provide a 360˚ financial analysis by getting to know you. When working with families, he becomes a member of the resolution team to map out custom plans that provide sound financial settlement options that are rooted in post-divorce recovery and planning. Patrick’s neutrality allows flexibility to advise couples on options that support his client’s collective goals. Together you can focus on a financial future that is the new foundation for a healthy parental and ex-spouse relationship.
