|
Are you looking for honest neutral financial guidance with your relationship? I enjoy working with individuals to help them organize, gain control and increase their understanding of their overall financial well-being. I can help you before you get divorced, during your divorce, or post-divorce. Let's make room for a holistic life financial plan that makes sense and helps you accomplish your dreams!
Experience
- Recognized as 2017 People Magazine’s 25 Most Influential Women, author of 6 books. Advanced Family Business Advisor™ (ACFBA) and Certified Financial Planner™ expert in financial empowerment, CFP Board Ambassador, Family Firm Inst Advisory Committee & Family Business Association of Peru official Advisor.
- Lived in Austria, Canada, Japan, Mexico & Peru. Worked with over 1,200 families creating actionable strategies on governance, social impact, and financial empowerment. Experience leading as a partner, director & VP at Bessemer Trust $100 billion AUM, RBS’s Coutts Division, & WE Family Offices
- Social Catalyst, virtual institute creator helping thousands in LATAM. Family Mediator, Certified Divorce Financial Analyst (CDFA), UM Certified Coach, MBA, Postgraduate in Family Therapy. Cited by global media outlets CNN, WSJ &Forbes.
- Past boards: Financial Planning Association, CFP Ambassador, Estate Planning Council, OWIT (W=Women), BNI, Branches, Collaborative Family Law Institute, Toastmasters.
|
800.875.1760
