7017 Pearl Rd., Cleveland, OH 44130

(440) 545-1001

Educating and empowering clients to be confident in their financial decisions.

What Is Divorce Mediation?

Your spouse may have made up his mind that he wants out of the marriage. Whether it came as a surprise or if you saw it coming, you need to protect yourself, your marital assets and consider the best interests of the children (if there are any).

Executive Compensation in Divorce - Critical Info You Need to Know

Thank you to Nancy Hetrick, CDFA, MAFF, AWMA from Smarter Divorce Financial Solutions for contributing a blog on this important topic!


Divorce is never easy and often has financial complexities that require an expert to evaluate. Some of the...

Face Your Financial Fears: Values-Based Financial Planning

What are your values surrounding money? Do you have a values-based financial plan in place? Ask yourself: Do you value financial independence or do you value financial security? This is a very important distinction you need to make when you're ...

Grey Divorce Financial Planning

Grey divorce financial planning is crucial for peace of mind as well as your financial security. 

How To Make Joint Custody Work In The Summer

Coordinating schedules when you’re divorced and have joint custody of the children can be trying at the best of times. When summer vacations roll around, the coordination may become even more of a task, especially when you’re planning for child...

Financial Literacy Month: Top 7 Financial Goals You Should Have

Top 7 Financial Goals You Should Have 

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What Is A 'Grey' Divorce?


Have you heard of a "grey" divorce? It's becoming a trend among Americans, over the age of 50, to divorce. In the past this would have been a time when couples were navigating the empty nest and their Golden Years of retirement were in front of...

Face Your Financial Fears: Take Control Of Your Income


Did you know there are five ways you can take control of your financial fears? It's true and it'1s what I talked about in a recent episode of my BizTV show

How EFT Can Help With Stresses Of Divorce

Divorce is one of the most stressful experiences a woman can live through. It brings with it feelings of frustration, anger, despair, failure and anger. When you’re going through a divorce you may have a lack of confidence and your self-esteem...

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