As you begin your divorce process, one of your first steps will be to establish your divorce team. When choosing your team, consider your legal, financial, and emotional requirements. Your team of professionals may include a lawyer, mediator, therapist, and Certified Divorce Financial Analyst®, CDFA®.
As a CDFA® professional, Mark advises the divorce team and works to unravel the many complicated financial issues that come with divorce.
Once you begin your new chapter after divorce, we would be honored to provide wealth management and financial planning services as your trusted financial advisory firm.