Divorce Financial Planning  - Partnering with you through life's transitions



Events / cle

  • "Financial Health Design Lab" - 6/14/2018 -First Western Bank Trust, Biltmore area - 10 am - 12 pm - Complimentary - lite refreshments. Click here to Register:     Learn about the 3 financial health risks of women, Re-discover your long lost dreams and connect them to your financial goals, Learn the 3 financial indicators of wealth and where YOU stand. Uncover what has been holding you back & create YOUR new money story. Gain confidence & clarity. Identify your next steps to reach your 60 day money goal along with tools and resources to assist you. Leave with EXCITEMENT for what you are out to create. Click here to download information
  • "Update on the New Tax Laws for Clients (and You!) - 3/27/2018 - Maricopa County Association of Family Mediators​                      "..Thank you for your excellent presentation today at MCAFM!.. I am just sitting here having finished tweaking some language in a draft document based on some of your information." - Joy Borum, Mediator, Phoenix                                                     "This is information that every family mediator needs to know.   We may not need to do taxes, but we need to know the questions to ask and basic info to give clients."Ruth Lusby, P.A, Attorney & Mediator, Phoenix                                                        "..thank you again for a superb presentation today to our MCAFM members and guests.  You gave us insight into the new tax laws and made something complex a bit more understandable." - Susan Bulfinch, Mediator, Programs Director MACFM
  • "What Ever One Needs to Know About Divorce" - Every 2nd Saturday in 2018 - 
  • ​"Why Business (and personal) Partnerships fail" - AM 1100 KNFX Talk Radio - 12/1/16
  • ​Guest speaker at  "​Advance your skills, Mediating Family and Divorce cases" - 11/4/16 offered through Interaction                      Management Associates
  • Divorce Financial Planning Event - 11/2/16, 11:30am: "There are no inexpensive re-do's in Divorce"
  • ​Divorce Financial Planning Event - 9/27/16, 11:30am: "There are no inexpensive re-do's in Divorce"
  • ​Guest speaker at  "​Advance your skills, Mediating Family and Divorce cases" - 7/17/16 offered through Interaction                       Management Associates