Suggested Interview Questions
Note: It is important to find the right financial specialist to assist you in this area. Know what your needs are, i.e., tax benefits, retirement distribution, business assessment, etc.
- What are your typical services?
- Who are your typical clients?
- What designations, certifications, or special training do you have to qualify you to work with issues of divorce? For example, do you hold a Certified Divorce Financial Analyst designation, or are you a trained Collaborative Professional? For how long have you worked in financial planning or accounting with divorce issues?
- How do you charge for your services? Fees? Hourly? Commissions? Combination?
- Are you fully knowledgeable in tax matters as they pertain to divorce?
- Do you do forensic accounting?
- Have you ever testified in court?
- Do you prepare Business Valuations? What is your certification?
- Do you typically get involved in Settlement conferences?
- Do you know the rules for tracing separate property?
Copies of your credit reports can be obtained by calling the following Credit Reporting Agencies: Experian 888 397-3742, Equifax 800 997-2493, Trans Union 800 888-4213.
This designates that a professional has been favorably referred by at least three Visions Anew women.
Divorce Planning/Investments
David Harrison Miller, CFP®
Divorce Financial Analyst
Financial Planner
Investment Management
Financial Mediation
Independent Wealth
Title: Managing Partner
3423 Piedmont Rd NE
Suite 320
Atlanta, GA 30305
Main (404) 220-8958
Fax (678) 909-0433
david@indwealth.com
www.indwealth.com
Specialty: We work with individuals and families to achieve creative Divorce Solutions during and Post Divorce.
Eric Burnette, CFP®, CDFA, AWMA
Divorce Financial Analyst
Financial Planner
Investment Management
Financial Mediation
Independent Wealth
3423 Piedmont Rd NE
Suite 320
Atlanta, GA 30305
Main (404) 220-8958
Fax (678) 909-0433
eric@indwealth.com
www.indwealth.com
Specialty: We work with individuals and families to achieve creative Divorce Solutions during and Post Divorce.
Christian Koch, CFP
Divorce Financial Analyst
Financial Planner
Investment Management
Financial Mediation
KAM South
040 Riverside Trace
Atlanta, GA 30328
(404) 843-3745
Christian@KAMSouth.com
www.KAMSouth.com
Specialty: We help our individual clients to think strategically from a financial perspective by offering financial planning during the pre-divorce and divorce process. We also offer post-divorce private wealth management assistance in making critical investment decisions about how to invest retirement accounts and other assets for retirement.
Kris C. Dwyer, CDFA
Divorce Financial Analyst
Financial Planner
Investment Management
Financial Mediation
LongView Wealth Management
Atlanta, GA 30342
Telephone: 404-843-3100
Fax: 404-250-9850
kdwyer@longviewatlanta.com
www.longviewwealthmanagement.com
Specialty: We help you answer “Will I be OK after the divorce?” We walk with you to help you and your attorney create your best possible settlement. We step in to analyze data, show you the real-life impact of your financial deal, prepare analysis for negotiation, mediation, or court. And, we can help you put your financial life back together afterwards.
Debbie Gibbon, CPA
Divorce Financial Analyst
Financial Planner
Investment Management
Financial Mediation
Bennett Thrasher PC
1 Overton Park
3625 Cumberland Blvd. Suite 100
Atlanta, Ga. 30339
Counties Served: All Metro Atlanta Counties
Telephone: 770-396-2200
Fax: 770-390-0394
dgibbon@btcpa.net
www.btcpa.net
Specialty: Debbie will assist you in making informed financial decisions as you navigate through the divorce process. She can help you answer these questions: Where is the money? Are there hidden assets? How can I get the most out of my settlement? What is the business worth? What cash do I need? How do I plan for the future?
Tricia P. Mulcare CPA, CFP®, PFS, CDFA
Divorce Financial Analyst
Financial Planner
Investment Management
Financial Mediation
Homrich Berg
3060 Peachtree Road, Ste. 830
Atlanta, GA 30305
Counties Served: Metro Atlanta
Phone: 404-264-1400
Fax: 404-237-5114
Mulcare@homrichberg.com
www.homrichberg.com
Specialty: HB is a wealth management firm. Although Tricia is a Certified Divorce Financial Analyst, Visions Anew graduates will benefit most from contacting me post divorce to help with their investment management needs. Tricia serves as HB’s divorce specialist and has written several articles for Atlanta Woman magazine.
Mary Williams, CFP®, MBA
Vice President of Investments
Divorce Financial Analyst
Financial Planner
Investment Management
Financial Mediation
Raymond James
1314 E. Venice Ave.
Suite A
Venice FL 34285
Phone Number: 941-374-3584
Fax Number: 941-412-1300
Mary.Williams@Raymondjames.com
www.WilliamsMary.com
Specialty: We learn from the past, plan for the future, and live for today. I try to help my clients find their happy middle place…of enjoyng today. I empower woman and families to understand the resposiblity of choices, and gain independence through Financial Planning.
Susan C. Barnes, CPA, CDFA
Divorce Financial Analyst
Financial Planner
Investment Management
Financial Mediation
Susan C. Barnes, CPA, PC
7430 Brookstone Circle
Flowery Branch, GA 30542
Telephone: 770-633-5996
Fax: 678-288-7888
susan@barnes-cpa.com
www.barnes-cpa.com
Specialty: Susan is a CPA and Certified Divorce Financial Analyst. As a prior IRS Revenue Agent, she understands how financial and tax situations play an important part in the divorce planning process. She can help you make informed financial decisions.
Brad Burns, CFA, CDFA, CDPE
Divorce Financial Analyst
Financial Planner
Investment Management
Financial Mediation
Burns Consulting Group LLC
695 Mansell Road, Roswell, GA 30075
Counties Served: All Counties
Phone: 770-380-2406
www.burnsconsultinggroupllc.com
www.georgiadivorceconsulting.com
Specialty: Work with attorneys and individuals on real estate strategies (incl. Short Sale) and complex financial issues. Facilitate mediation/litigation by analyzing/understanding settlement alternatives, cash flow and net worth, business value, pensions, and stock options. Member, NACVA, ICFA, REALTOR(r)
Pamela J. Hoppe, ChFC®, CASL® & Jodi L. McMahon, CPA, CLU®, ChFC®, CASL®
Divorce Financial Analyst
Financial Planner
Investment Management
Financial Mediation
Creative Solutions Group of Atlanta
2400 Lakeview Parkway, Suite 450
Atlanta, GA 30009
Counties Served: Greater Metro Atlanta
Phone: 678-297-4000
Fax: 678-297-4044
phoppe@atlanta.nef.com
www.specialneedsatlanta.com
Specialty: We take a holistic, educational approach, helping you simplify your financial decision-making and rebuilding your financial security and independence. In addition, we specialize in working with families with special needs of all ages and the unique circumstances surrounding divorce.
Niv Persaud
Certified Financial Planner Professional
Chartered Retirement Planning Counselor
Divorce Financial Analyst
Financial Planner
Investment Management
Financial Mediation
Transition Planning & Guidance, LLC
860 Johnson Ferry Rd.
Atlanta, GA 30342
Counties Served: Greater Metro Atlanta
Phone: 404-829-4305
Niv@TransitionPG.com
www.TransitionPG.com
Specialty: Transition Planning & Guidance, LLC, offers planning and guidance for your personal, professional and financial goals. While we do not manage assets and do not sell financial products, we incorporate a financial focus where and whenever necessary. As transition planning consultants, we recognize it’s not just a divorce, it’s your life.
Russ Thornton
Divorce Financial Analyst
Financial Planner
Investment Management
Financial Mediation
Wealthcare Capital Management
46 West Wieuca Road
Atlanta, GA 30342
Counties Served: All National Clientele
Telephone: 404-254-6993
Fax: 888-267-2403
rthornton@weathcarecapital.com
www.wealthcareforwomen.com
Specialty: I am a personal financial advisor and Certified Divorce Financial Analyst. I specialize in working with women who are contemplating or are in any stage of divorce to simplify, organize and manage their finances and live their best lives.
Charles S. Zimmerman (Chad), CFP
Divorce Financial Analyst
Financial Planner
Investment Management
Financial Mediation
SignatureFD, LLC
600 Peachtree St., Suite 2700
Atlanta, GA, 30308
County: Fulton
Telephone: 404-253-7660
Fax: 404-253-7661
chad@signaturefd.com
www.signaturefd.com
Specialty: Chad will help you in negotiating the financial aspects of your divorce and in setting and realizing new goals as you start a new life. He will help you maintain financial stability and security through investment management, estate planning, taxation, insurance, debt management and advisory services. He works with clients having $2 million or more of investable assets.
Nancy S. Anglyn, CFP, CDFA
Divorce Financial Analyst
Financial Planner
Investment Management
Financial Mediation
Ronald Blue $ Co., LLC – EveryDay Steward division
300 Colonial Center Parkway, Suite 350
Roswell, Ga. 30330076
County: All metro Atlanta counties
Telephone: (770) 280-6181
Fax: (770) 456-5095
Toll free: (800) 987-2987, Ext. 6181
nancy.anglyn@everydaysteward.com
www.everydaysteward.com
Specialty: Nancy offers hourly counsel financial planning and fee- only investment management services. She is a Certified Financial Planner and Certified Divorce Financial Analyst.
Jamie Baskin, MBA
Divorce Financial Analyst
Financial Planner
Investment Management
Financial Mediation
Baskin Financial Consulting, LLC
227 Sandy Springs Place, Suite D-128
Atlanta, GA 30328
County: All metro Atlanta counties
Telephone: (404) 216-2087
jamie@baskinfc.com
www.baskinfc.com
Specialty: Jamie’s goal is to put into place simple tools and sound financial practices that give clients the confidence they need to successfully manage their personal or business finances on a day-to-day basis. Services include: Financial Assessment, Budgeting, Cash Flow Analysis, Debt and Expense Reduction, Mortgage/Refinance/Insurance Evaluation. She also assists in the completion of financial affidavits.
Jaime Benedetti, CFP, CRPC
Divorce Financial Analyst
Financial Planner
Investment Management
Financial Mediation
Benedetti, Gucer & Associates
A financial advisory practice of Ameriprise Financial Services, Inc.
7000 Peachtree Dunwoody Rd NE, Building 6, Suite 100
Atlanta, Ga. 30328
Counties served: All Metro-Atlanta Counties
Telephone: 404-602-0101
Fax: 404-602-0030
jaime.a.benedetti@ampf.com
www.ameripriseadvisors.com/jaime.a.benedetti/
Specialty: Making sound financial decisions during and after divorce can be overwhelming. I will work with you to create a customized plan to help simplify your overall financial picture and empowers you to reach your short – and long- term goals. Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC.
Robert D. Bordett, CFP, CDFA
Divorce Financial Analyst
Financial Planner
Investment Management
Financial Mediation
400 Colony Square, Suite 525
Atlanta, Ga. 30361
County: Statewide
Tel. 404-892-1995
Fax: 404-892-1970
Bob@u2Agree.com
www.u2Agree.com
Specialty: Bob works only in Collaborative Divorce and mediation. Working in a team-based, solution oriented approach, designed to guide divorcing couples to settlements that are fair, equitable and in the best interest of their families.
Lisa C. Decker, CDFA, Board Member
Divorce Financial Analyst
Financial Planner
Investment Management
Financial Mediation
Divorce Money Matters
P. O. Box 65
Kennesaw, GA 30152
Counties served: Statewide
Telephone: 678-562-2599
Fax: 678-562-2599
lisa@DivorceMoneyMatters.com
www.DivorceMoneyMatters.com
Specialty: An expert in divorce financial matters, Lisa is a discreet problem-solver and trusted advisor to her clients devising pre-divorce financial strategies that help clients save money when dealing with their spouse, their attorney and Uncle Sam. She works with individuals, couples, attorneys and mediators to help craft settlements where clients will “Divorce Your Spouse, Not Your Money”. Visit her website for her Free audio tips, “Free Divorce Financial Fitness Kit…keep more money in your pocket and more sanity in your life.”
Laurie Dyke, CPA, CFE, Past Board Member
Divorce Financial Analyst
Financial Planner
Investment Management
Financial Mediation
Investigative Accounting Group, LLC
1000 Johnson Ferry Rd., Suite D-100
Marietta, GA 30068
County: Metro Counties
Phone: (770) 565-3098
Fax: (770) 565-0039
Laurie@iag-law.com
www.iag-law.com
Specialty: Funds and asset tracing to find hidden assets, calculate separate and marital interest in assets, analyze personal and business income, child support calculations, settlement analysis and consulting, document organization/budgeting/preparation of financial affidavits. “Dedicated to finding the truth behind the numbers.”
Laura K. Schilling, JD, CPA, CFP®, CSA
Divorce Financial Analyst
Financial Planner
Investment Management
Financial Mediation
Financial Innovations, LLC
5555 Glenridge Connector
Suite 200
Atlanta, Georgia 30342
Telephone: 404-459-2828
Fax: 404-459-2829
Laura@financialinnovations.biz
www.financialinnovations.biz
Specialty: Financial Innovations, LLC is a financial planning and wealth management firm that offers a customized, caring approach to our clients’ financial well being. We help individuals and families make sound financial decisions that preserve and increase their net worth, helping them achieve their life goals for success.