Listen
I don’t do or recommend anything until I have taken the time to listen to YOU!
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In a Meditation engagement, I want to gather information from each party individually through my intake form. I then meet with each party individually to gain an understanding of your goals, concerns and issues.
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My first step in the Financial Planning process is to engage in a dialogue with you to understand your questions, challenges, goals, biases, and how I can help.
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Whether I am working on your Financial matter or engaged in mediation, listening to you is an ongoing process that will help me guide you to your desired outcome.​
Guide
In Mediation, I manage the process to allow each party to present goals, concerns, barriers, and possible solutions. I will help guide the conversation to stay focused on the key issues and work towards a best-interest-based solution.
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In Financial Planning, I recognize you may have a lifetime experience with finances. Sometimes those experiences create biases and misinformation, or just a misunderstanding. I will provide you with guidance using sound financial principles while being mindful of your own experiences.
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During our engagements, I will raise questions, clarify what is being said, clarify desired outcomes, and guide you through the process of self-solutions to the issues of concern.
Support
During the Mediation process, my primary objective is to ensure that each party experiences a safe, confidential environment through which you are granted the ability to communicate your interests in a neutral setting.
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At any time during the mediation process, the mediator may offer information or make a referral to outside sources to support the needs of the parties.
Remember: the marriage may be over but the family continues.
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During the Financial Planning process, I will provide you with the document resources to support my recommendations and other materials to further your financial education. I am available to address your ongoing questions and provide Financial Plan updates based on your individual needs. Your emotional well-being and peace of mind are just as important as the strategies I recommend.​
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My services are conducted virtually using Microsoft Teams. I want you to be able to communicate in the safety and comfort of your own space.
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I can accommodate special requests to meet in person at your work, home or a 3rd party meeting room. ​​