7017 Pearl Rd., Cleveland, OH 44130

(440) 545-1001

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

What is a Certified Divorce Financial Analyst?

Dealing with a divorce is a stress beyond compare for many people. When you add to that the emotional stress of complicated financial issues that arise during this time, means it is crucial to enlist professional help to assure your money...

Financial Literacy Month: Money Management Tips For Your Children

Financial literacy starts at a young age. Children emulate what they see their parents do and this is especially true when it comes to money, both saving it and spending it.  Research has shown that the youth of today have a distinct lack of...

National Retirement Planning Week: Don't Let Your Divorce Throw You Off Course


National retirement planning week (April 10-14, 2017) is a time when those nearing retirement age should set aside time to: 

  • Look at their current financial situation
  • Determine what they want their life in retirement to look like
  • Talk with a...

Post-Divorce Budgeting

Reduce Expenses Without A Daily Struggle


The Beauty of Budgeting: 4 Tips to Get You Started


A budget is a path to financial freedom. Using this basic element of financial planning  is your road map to financial security and the life of your dreams.

Get Rich, Lucky Bitch (It's the title of a book)

Over the past several weeks, I have been on my own journey about money. It began with a book recommendation from a classmate and has taken me to unexpected places. The book that my classmate recommended was "Get Rich, Lucky Bitch." Catchy title,...

How EFT (Tapping) Helped Me & It Can Help You, Too!

I have struggled with anxiety most of my life so I have always been open to alternatives to medication to lower my anxiety. I first learned about tapping at a networking breakfast about five years ago. It was completely foreign to me and I felt...

Take These Steps When Planning for Divorce

If you are ready to branch off on your own, it can be a very emotionally charged time. Take a step back when you are feeling calm and consider your options. If you have determined that you would like to dissolve your marriage but are uncertain of...

A Tip That Can Save You Thousands: Dividing a 401-K in a Divorce

Did you know that if you are divorced and are the recipient of all or part of your former spouse’s 401-K, you may have an opportunity to take cash out of the account without paying the IRS’s 10% penalty (on funds withdrawn prior to age 59.5)? To...
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