The Collaborative Financial Professional

The Collaborative Financial Professional acts as a neutral, serving both parties in the divorce process. He or she has been trained in the collaborative process and has many years of expertise in a diverse range of financial areas. He or she is the central point of contact for the collection and organization of all financial data related to the case. The financial professional organizes the data, makes sure both parties understand it so that they can make informed decisions, and helps clients to see the impact of various settlement scenarios. One of the major benefits of working with a financial neutral is to reduce the potential for financial surprises down the road.

PLEASE CLICK ON THE PROFESSIONAL’S NAME (LISTED ALPHABETICALLY) FOR DETAILED CONTACT AND BIOGRAPHICAL INFORMATION:

Patricia Carrera, CFP®, CDFA® - Westport (203) 291-4793

William Donaldson, CFP®, CMC® - Newtown / Westport (203)-915-0718

Karly Mitchell - Westport (203) 866-9900

Stacy Collins - NYC (646) 248-5650