5251 DTC Parkway
Going through a DIVORCE?
In the midst of a stressful situation, you need CLARITY, INFORMATION, and ADVICE from experienced professionals.
As a Certified Divorce Financial Analyst and Wealth Advisor, Patrick specializes in analyzing multiple financial settlement options to help clients going through divorce understand the impact of divorce will have to their financial future so that the most appropriate settlement is reached.As a divorcee, he fully appreciates how important this is. Plus, he is passionate about helping clients avoid the common financial mistakes that adversely impact long-term quality of life.
With professional guidance, you can make informed decisions as you go through divorce – decisions that support your long-term recovery and quality of life. We understand the emotional challenges and are highly sensitive to the stress that accompanies divorce.
Having a plan in place can help you build financial confidence and seek independence during your divorce. Work with a Certified Divorce Financial Analyst® (CDFA®) and learn about the advantages and options available to you and your family.
We create financial strategies tailored to your goals.
Years of experience have prepared us to guide you through your life transitions.
We believe values matter, and we live by ours every day.
We offer a team approach to divorce resolution by combining our financial planning services along with the services offered by outside individuals who offer parenting plan development to efficiently guide you through your divorce.
Our cooperative approach to divorce resolution and post-divorce recovery streamlines your financial planning experience. We'll work with the professionals assisting you with parenting plan development.
Call for packages and special client rates.