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Divorce Directory - Divorce Planning
/ Investment Advising
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.
* Faculty at Visions Anew presentations

- * David Harrison Miller, CFP®
Divorce Financial Analyst
Financial Planner
Investment Management
Financial Mediation
Title:
Managing Partner
Miller Wealth Financial, LLC
1200 Abernathy Road, 17th Floor
Atlanta, GA 30328
Counties Served: Georgia state wide; Continental United States
Telephone: 770-551-8156
Fax: 678-909-0433
david@millerwealthfinancial.com
www.millerwealthfinancial.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
Miller Wealth Financial, LLC
1200 Abernathy Road, 17th Floor
Atlanta, GA 30328
Counties Served: All Counties
Telephone: 770-551-8156
Fax: 678-909-0433
eric@millerwealthfinancial.com
www.millerwealthfinancial.com
Specialty: We work with individuals and families
to achieve creative Divorce Solutions during and Post Divorce.
- * 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.
- *Brady A. Stoor, CFP®, MSFP
Charles Schwab & Co., Inc.
3399 Peachtree Rd. NE
Atlanta, GA 30326
Counties Served: All
Phone: 404-364-1937
Fax: 404-364-1940
Brady.Stoor@Schwab.com
www.Schwab.com
Specialty: As a Financial Consultant for Charles
Schwab, my role is to address the issues that are most important to
you. These may include: Review of your financial goals, Assessment
of your portfolio risk and allocation, Retirement planning services,
Guidance whenever you need it to help keep your financial goals
on track, and get you financially fit.
- * 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
F ax: 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?
- *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.

- 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.

- *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.
- *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.

- * 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.
- Jaime Benedetti,
CFP, CRPC
Divorce Financial
Analyst Financial
Planner Investment
Management
Financial Mediation
Benedetti,
Gucer & Associates
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 comprehensive plan that simplifies your overall financial picture
and empowers you to reach your long term goals. Focus is on leveraging
unique tax opportunities available to divorced and divorcing women.
- * Matthew J. Bernstein, CFP, CDFA,
Past Board Member

Divorce Financial Analyst
Financial Planner
Investment Management
Financial
Mediation
6065 Roswell Road, Suite 214
Atlanta, GA 30328
County: Fulton, Cobb, DeKalb
Phone: 404 459-6789
Fax: 404 236-8993
m.bernstein@earthlink.net
Specialty: Financial counseling on all matters pertaining to
divorce and other financial needs. Along with the designation of Certified
Divorce Financial Analyst, I hold the designations Certified Financial
Planner.
- 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, "The 5 Things You Need
to Know BEFORE You Sign on the Dotted Line."
- * 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(r),
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.
- Rob Tamburri, CPA
Divorce Financial Analyst
Financial Planner
Investment Management
Financial Mediation
Tamburri Financial Group LLC
400 Perimeter Terrace NE, Suite 900
Atlanta, GA 30346
Counties Served: Metro Atlanta
Phone: 770-804-6403
Fax: 770-804-6404
rob@tamburrifinancial.com
www.tamburrifinancial.com
Specialty: Tamburri Financial Group LLC is a CPA
and investment management firm specializing in taxation and financial
consulting services for individuals and small business owners. The
firm offers a "fresh approach" to its services by taking "complex"
and often overwhelming matters and turning it into the "simple" for
clients to understand.
Back to Divorce Directory
Disclaimer: Visions Anew does not
perform any screening or evaluation of these professionals. The professionals
have written their own descriptions, unedited by Visions Anew. Visions
Anew is not responsible for the accuracy of the content of the descriptions.

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