Financial Experts

** Denotes Collaboratively Trained Professional

Leigh Bivings Ph.D., CFP®, CDFA™ **

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Certified Financial Planner, CEO Artemis Financial Advisors Address 54 Chandler Street Boston MA 02116 County: Suffolk Phone: (617) 542-2420 Fax: (617) 542-0011
About

Leigh Bivings, Ph.D., CFP ® is the founder of Artemis Financial Advisors and is a Certified Divorce Financial Advisor (CDFA), trained specifically in the financial issues of divorce. She brings an interdisciplinary approach to the challenges of divorce with her knowledge of investments, financial planning, and Massachusetts divorce laws.

Leigh focuses her work on supporting clients and their attorneys to fully analyze the short- and long-term financial implications of divorce settlement proposals, and provide solutions to complicated settlement issues such as stock options and valuing closely-held businesses. Post-divorce, she helps clients transition successfully to an independent life by assisting with long-term financial planning, general financial education, and investment management.

Leigh has a Ph.D. in applied economics from Stanford University, an M.A. in International Trade and Finance from the University of Sussex, and an A.B. in International Relations from Pomona College. She has received a variety of awards, most notably the AAEA National Prize for Most Outstanding Doctoral Dissertation in 1993.

Leigh is very active in the community and currently serves on the Board of YWCA Boston and is also active in the Big Sister Association of Greater Boston. She is a member of the Boston Economic Club, Boston Estate Planning Council, Financial Planning Association, National Association of Personal Financial Advisors, and the Association of Divorce Financial Planners.

Deborah Lynn Bodnar **

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Loan Officer, NMLS#374289 Mortgage Network Address 239 Littleton Road #8 Westford MA 01886 Counties served: MA & NH Phone: (978) 399-1328 Website: www.YourHomeLoanConsultant.com
About

Deb, who is licensed in both Massachusetts and New Hampshire, started in the mortgage business in 1980 and in addition to her current role as Loan Officer, has been a Real Estate Appraiser and a Vice President of Loan Servicing. This means Deb understands all aspects of the loan transaction in order to answer her clients’ questions, and provide a smooth process from application to closing.

Deb is collaboratively trained and is able to offer her clients a wide variety of loan products to meet their individual needs. Whether she is working with a borrower who is having to understand the loan process for the first time, and/or someone who wants to understand their options about being qualified to refinance, she listens to her clients and helps provide them the best options available for their individual situation.

Sheri Bouchie CDFA™

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Certified Divorce Financial Advisor Morgan Stanley Wealth Management Address 28 State Street Boston MA 02109 Phone: (617) 217-9273 Fax: (617) 217-0698 Website: www.morganstanleyfa.com/sheri.bouchie

Chris Chen CFP®, CDFA™ **

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Wealth Strategist Insight Financial Strategists LLC Address 271 Waverley Oaks Road Suite 102 Waltham MA 02452 Counties served: Middlesex, Suffolk, Essex, Norfolk Phone: (781) 489-3994 Website: http://insightfinancialstrategists.com
About

Chris Chen, CFP® is a wealth strategist at Insight Financial Strategists LLC. As a CFP® professional he specializes in navigating clients through challenging life transitions such as divorce and retirement. As a Certified Divorce Financial Analyst™, Chris works with mediators, lawyers, and their clients in mediation, collaborative or litigation situations, for individual clients or as neutral for both parties.

He helps his clients and their lawyers simplify the complexity of their financial situation, develop a strategy to obtain the best settlement for their goals, and serve as their personal CFO to handle all their transition and financial issues after divorce.

He earned his Bachelor’s degree in Economics and his MBA in Finance. He is a CFP® practitioner, and a Certified Divorce Financial Analyst™. He is the Director of the Greater Boston Chapter of the Association of Divorce Financial Planners. He is a member of the Financial Planning Association, the Massachusetts Collaborative Law Council, and the Massachusetts Council on Family Mediation.

Deanna Young Coyle CFA, MBA, CLTC

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Financial Consultant Centinel Financial Group. LLC Address 160 Gould St. Suite 212 Needham Heights MA 02494 Phone: (781) 446-5023 Fax: (781) 446-5050 Website: www.centinelfinancialgroup.com
About

Deanna Coyle, CFA, MBA, CLTC is a financial consultant who focuses on helping people who are divorced or are going through the divorce process. As a mother who has gone through the divorce process herself, she is uniquely positioned to relate empathetically to what her clients are going through and has the financial knowledge to help them navigate the important decisions and considerations during the process. She is dedicated to transforming the divorce process by helping people avoid courtroom battles and the resulting anger, resentment and hurt caused to all involved; and instead focusing on the financial and emotional health and well-being of the parents and the children.

Deanna and her financial advisor business partners have a unique client approach and offer educational outreach programs. They provide complimentary consultations with the goal of building long-term relationships by educating and empowering clients to make informed decisions about their financial futures.

Deanna holds more than 20 years of financial experience, including seven years as a securities analyst on Wall Street. She graduated Cum Laude with a B.A. degree in Economics from Mount Holyoke College, and received her M.B.A. from the Amos Tuck School of Dartmouth College. She received her Chartered Financial Analyst (CFA) designation in 2003.

Registered Representative/Securities and Investment Advisory Services offered through Signator Investors, Inc., member FINRA/SIPC, a registered investment advisor.

Daintree Divorce Consulting

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Contact: Barbara Attardo CFP®, AEP®, CDFA™ Address 100 High Street Suite 1110 Boston MA 02110 Phone: (617) 848-3453 Fax: (617) 737- 3746 Website: http://daintreeadvisors.com/divorce-consulting/
About

Barbara C. Attardo CFP®, AEP®, CDFA™, Partner / Divorce Financial Analyst

Barbara is a Partner at Daintree Advisors and Daintree Divorce Consulting with over 25 years of experience servicing the financial needs of her clients. Barbara compassionately assists individuals and couples to successfully navigate the financial challenges of divorce.

As a key member of the team working with the client and their attorney or mediator, Barbara focuses on the specific goals of the client, setting realistic expectations and their short and long term financial security for the best possible outcome. Barbara commits the time necessary to educate the client to make sure they understand all areas of their financial life and to illustrate the long term consequences of their options, both pre-tax and post-tax. Barbara works hard to take the fear and confusion out of the process by leveling the playing field and empowering the client with knowledge and understanding so they are able to make the best possible decisions for the overall well-being of themselves and their family.

Barbara earned a B.A. degree in Mathematics from Boston College where she graduated summa cum laude. Barbara received a Financial Planning Certification from Boston University and holds the CERTIFIED FINANCIAL PLANNER™ certification, as well as the Accredited Estate Planner® designation and the Certified Divorce Financial Analyst® certification.

Darlene Dahl, CPA/PFS, AEP®, CDFA™, Managing Director / Divorce Financial Analyst**

Darlene has provided divorce consulting services to clients and their attorneys for over a decade and has completed mediation training .

As a CPA with accounting, tax, and financial planning experience spanning more than 20 years and as a Certified Divorce Financial Analyst®, Darlene is adept in helping individuals and couples contemplating or going through divorce realize that they have difficult financial decisions to make rather than battles to be fought. By helping her clients understand the long-term financial and tax implications of their settlement options, they gain the confidence to make timely and informed decisions based on their shared values and goals instead of emotion. Darlene provides her clients with peace of mind by illustrating what their financial life will look like after divorce.

In addition to helping clients implement their settlement agreements and successfully transition into their new financial life through post-divorce financial planning and investment advisory services, Darlene serves wealthy, multi-generational families in Daintree’s Family Office group.

Lauren N. Desforge CFP®, CPA/PFS, AEP®, CDFA™, Managing Director / Divorce Financial Analyst

Lauren Desforge is a Managing Director at Daintree Advisors and Daintree Divorce Consulting. For over 25 years, Lauren has been providing individuals and families with comprehensive planning and investment advice.

Lauren is a Certified Divorce Financial Analyst™ who assists individuals and couples with the financial aspects of divorce to maximize their financial resources and enhance their financial well-being. She helps clients understand their current financial picture and provides insight into the pros and cons of different settlement proposals so they can choose the best settlement options for them and their family. Through education and working together with the client and their attorney or mediator, Lauren helps clients set realistic expectations, make informed decisions, and gain peace of mind.

As an experienced CERTIFIED FINANCIAL PLANNER™ practitioner and a CPA, Lauren helps post-divorce clients transition to their new financial lives with financial planning, investment management, and tax planning services offered through Daintree Advisors LLC, an independent, fee-only Registered Investment Advisory firm.

Mary M. Shahian MBA, M.Ed, ChFC, CFP®, CDFA™, Partner / Divorce Financial Analyst

Mary is a Partner at Daintree Advisors and Daintree Divorce Consulting. She has extensive experience working with women in transition and over 20 years of experience in providing comprehensive investment management and financial planning services.

As a Certified Divorce Financial Analyst ™, Mary works with clients, attorneys, and mediators to understand financial issues and strategize creative financial options that maximize resources and enhance family financial well-being. As a result of her background in education, Mary particularly enjoys educating clients and giving them the confidence to make good financial decisions both during the divorce process and as they plan for their new financial future.

Mary was recently honored by being named a Five Star Wealth Manager by Boston Magazine.

Daintree Advisors is a fee-only Registered Investment Advisory firm.

Rick Fingerman CFP®, CDFA™

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Managing Partner Financial Planning Solutions, LLC Address 120 Wells Avenue Newton MA 02459 Phone: (617) 630-4978
About

Rick is a Certified Divorce Financial Analyst who helps clients, attorneys and mediators fully understand the financial implications surrounding the division of assets. As a Certified Financial Planner™ Practitioner (CFP®) Rick specializes in helping clients plan for retirement, create a proper investment plan, save for college, and protect their assets from a catastrophe. He also has expertise in financial issues specific to women and women in transition.

Jessie L. Foster CFP ®, CDFA™, MBA

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Divorce Financial Analyst Colman Knight Advisory Group, LLC Address 18 Audubon Lane Carlisle MA 01741 Counties: Barnstable, Berkshire, Bristol, Dukes, Essex, Franklin, Hampden, Hampshire, Middlesex, Nantucket, Norfolk, Plymouth, Suffolk, Worcester Address 65 East India Row, 14B Boston MA 02110 Home 65 E India Row Boston MA Phone: (978) 371-2015 Fax: (978) 369-1504 Website: www.colmanknight.com
About

Jessie is a Certified Divorce Financial Analyst, Collaborative Law Financial Neutral and trained Mediator specializing in helping clients, attorneys and mediators fully understand the financial complexities surrounding divorce. She offers comprehensive analysis of the short-term and long-term impacts of proposed divorce settlements, evaluation of the tax implications of property division, spousal support, child support, division of retirement and investments accounts and stock option valuations that may impact clients and their families well beyond divorce.

As a Certified Financial Planner professional, Jessie’s professional passion is working with business owners and families to help them navigate life’s complex journey, particularly transitions. While we are all in the midst of one transition or another, Jessie specializes in retirement, career changes, divorce and widowhood. With over 30 years of business experience and clear dedication to the whole person, Jessie has mastered not only the complex matters of finance, but a profound centered presence that clients deeply appreciate and value in
potentially challenging situations. She believes that well-informed and cared for clients are empowered to make and implement important decisions relative to their life pursuits. Jessie currently serves on the board of Mass. Collaborative Law Council, is a member of Financial Planning Association, and Mass. Council on Family Mediation.

Janet Rhodes Friedman CFP®, CDFA™, MBA

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Financial Planner/Investment Advisor Abaris Financial Group, LLC Address Damonmill Square 9 Pond Lane, Suite #1F Concord MA 01742 Counties served: All Phone: (978) 371-9649 Fax: (978) 371-9758 Website: www.AbarisFinancialGroup.com
About

Janet Rhodes Friedman, CFP®, CDFA™, MBA is a Financial Planner and Investment Advisor with Abaris Financial Group, LLC, an SEC-registered firm specializing in comprehensive Fee-Only financial planning and investment management. She is a Certified Divorce Financial Analyst™ (CDFA ™) and has been licensed as a Certified Financial Planner ™ (CFP ™) since 1996.

Key areas of expertise are divorce financial planning, investment management, retirement planning, college funding strategies and financial literacy. She works with individuals during the complex process of divorce, addressing the financial and tax implications of various settlement options – and provides clear and holistic guidance to enable her clients to successfully move forward with their lives post-divorce.

She received her A.B. in Management Science cum laude from Duke University and her M.B.A. from The Tuck School at Dartmouth. Prior experience includes various roles at Fidelity Investments, Insight Experience, KPMG and First Atlanta (Wells Fargo). She is a member of Association of Divorce Financial Planners (ADFP), Institute for Divorce Financial Analysts (IDFA), National Association of Personal Financial Planners (NAPFA), Financial Planning Association (FPA), and National College Advocacy Group (NCAG). She has held leadership roles in a variety of community non-profit organizations for the past 17 years.

David H. Goodman MBA, CPA/ABV/CFF, CVA **

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Gosule, Butkus & Jesson LLP Address 480 Adams Street Milton MA 02186 Counties: Bristol, Essex, Middlesex, Norfolk, Plymouth, Suffolk, Worcester Phone: (617) 698-3950 Fax: (617) 696-1596 Website: www.gbj-bestcpa.com
About

David Goodman helps people and businesses get answers to their financial questions and find solutions in family law and civil matters. Specific areas of expertise include: restaurants, construction-related business, dental practices and professional service firms. A complete list can be found on our website at http://www.gbj-bestcpa.com

David is credentialed in Business Valuation and Forensic Accounting. He has completed the basic training and attended advanced training in collaborative practice. He regularly works as a financial neutral and in litigation support. As a CPA engaged in a tax practice as well, he can assist with complex tax issues related to divorce.

Gosule, Butkus & Jesson is a full-service accounting firm servicing Eastern Massachusetts.

Carol M. Khouri CFP®, CDFA™ **

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Financial Consultant Wingate Wealth Advisors Address 450 Bedford Street Lexington MA 02420-1547 Phone: (781) 862-7100 Fax: (781) 861-9707 Website: www.wingatewealthadvisors.com
About

Carol is a principal with Wingate Wealth Advisors. She is an accomplished financial advisor who specializes in creating financial solutions for women. With more than 25 years experience, she accomplishes this through comprehensive financial planning, objective investment management and partnering with other specialists as needed to ensure a cohesive, long term plan.

After working closely with her clients to develop a customized strategy to allow them every opportunity to reach their goals, Carol remains actively involved to ensure her clients have consistent support for their everyday needs. She has helped hundreds of women overcome the often complex financial challenges posed by life changing events such as divorce, retirement, elder care and the loss of a spouse. Carol’s goal is to empower women during their transitions and beyond.

In addition to being a Certified Financial Planner® and a Certified Divorce Financial Analyst, she has been honored by her colleagues and clients with Five Star Wealth Manager recognition.

Ellen J. Klapper **

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Mortgage Loan Officer Eastern Bank Address 188 Needham Street Newton MA 02464 Counties served: Berkshire, Bristol, Dukes, Essex, Franklin, Hampshire, Middlesex, Nantucket, Norfolk, Suffolk, Worcester Fax: (781) 477-8909 Phone: (617) 235-8100 Website: www.easternbank.com/klapper
About

Ellen has been a loan officer in residential lending for the past 28 years. Her knowledge of both the secondary market and portfolio lending aid her in understanding clients’ needs and what the best mortgage products for these needs.

She has worked with a diverse group of clients over the years, from first-time home- buyers to complicated borrowers with significant wealth and unique situations. Her experience and knowledge of the mortgage industry enable her to give the best options to her clients.

Ellen is collaboratively trained and a member of the Massachusetts Collaborative Law Council ( MCLC), The Divorce Center and is very experienced in working with divorced couples and those in process of divorcing. She recognizes that each couple’s situation is unique and requires knowledge and sensitivity to come up with the best mortgage options and solutions that their divorce requires.

Sarah E. McCue CFP®, CDFA™

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Certified Financial Planner and Certified Divorce Financial Analyst Morgan Stanley Home 53 State Street 39th Floor Boston MA 02109 Counties served: All Phone: (617) 589-3282 Fax: (617) 500-4151 Website: www.morganstanleyfa.com/themackinnongroup/
About

Sarah McCue is a CERTIFIED FINANCIAL PLANNER® and Certified Divorce Financial Analyst® with The MacKinnon Group at Morgan Stanley Wealth Management in downtown Boston. She is specially trained in the area of divorce financial planning. She will work with you and your attorney to analyze the short and long term financial consequences of a proposed settlement.

Her goal is to provide clients with all of the information they need to make thoughtful financial decisions throughout the divorce process.

Susan M. Miller MA, CPA, CFP®, CDFA™ **

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Principal Aurora Financial Advisors, LLC Address 180 Linden Street Suite 8A Wellesley MA 02482 Counties served: Essex, Middlesex, Norfolk, Suffolk Phone: (781) 239-9996 Fax: (781) 239-1551 Website: www.AuroraFA.com
About

Susan Miller is a Principal with Aurora Financial Advisors, LLC. She holds bachelors and masters degrees in Economics, is a Certified Public Account (CPA), Certified Financial Planner (CFP), Certified Divorce Financial Analyst (CDFA), and is a trained mediator. Susan has been providing investment advice, financial planning and tax strategies to individuals and small businesses for over 20 years. She is a member of the Board of Directors of the International Academy of Collaborative Professionals and is the Treasurer of the Massachusetts Collaborative Law Council.

Susan works extensively with lawyers, mediators and clients to address financial issues that arise in the divorce process. Susan provides a wide variety of financial planning assistance for individuals and couples involved in divorce. Typical issues addressed include cash flow and budgeting analysis, tax-efficient child support and alimony payments, dependency exemption determination, division of retirement and non-retirement assets – including marital home, education funding analysis future net worth projections of impact of proposed settlements on both spouses. Additional complex tax issues may include stock compensation valuation and division, alimony recapture, and impact of Alternative Minimum Tax.

Aurora Financial Advisors, LLC (AFA) is an independent, fee-only Registered Investment Advisory Firm, specializing in creating individualized financial, investment and tax strategies for individuals, including those contemplating life transitions such as divorce and retirement.

Kristin A. Nordahl CFP®, CLU®

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Certified Financial Planner The MNE Group Address 859 Turnpike Street Suite 129 North Andover MA 01845 Phone: (978) 689-7557 Fax: (978) 689-7667 Website: themnegroup.com
About

Kristin works with individuals who find themselves going through life’s transitions.  She helps her clients to define what their financial goals and objectives are and develop a plan to accomplish their goals.  Her clients describe her as objective, knowledgeable and most importantly, trustworthy and caring.

Diane C. Pappas CDFA™ **

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Certified Divorce Financial Analyst Solutions for Divorce Address 1072 Washington Street, #1 Gloucester MA 01930 Counties served: Essex, Middlesex, Suffolk Address Satellite Office Danvers MA Phone: (978) 879-4288 Mobile: (978) 833-6144 Website: www.SolutionsforDivorce.com
About

Diane is Principal of Solutions For Divorce LLC, an independent, fee-only divorce financial planning firm and Registered Investment Advisor, serving the North Shore, Merrimack Valley and the Metrowest/Greater Boston areas. She is an Investment Advisor Representative, Financial Planner, a collaboratively trained Financial Neutral and a trained Mediator.

She is currently serving her second term as Co-President of The Divorce Center, Inc. and was recently selected to serve a 3-year term on the Board of Advisors for the Institute of Divorce Financial Analysts (IDFA). She is also part of the North Shore Community Mediation Center, providing her services as the ‘resident’ CDFA.

Knowledge is power and nowhere is this more evident than in divorce. Diane is passionate about educating her clients on all aspects of their financial situation so all parties have the same level of knowledge needed to make informed decisions. As a divorced, single mom of two adult daughters, Diane knows first hand what her clients are going through, which enables her to provide her clients with realistic settlement options based on her 25 years of work and life experiences.

Diane’s ability to empathize and relate to the challenges divorcing couples face in today’s economic environment gives her clients the peace of mind and feeling of empowerment they need during this difficult time. Understanding their fears, concerns, needs and goals is at the forefront of Diane’s practice.

Finally, Diane is able to help people complete the transition from married life to single life by providing post-divorce financial planning and advisory services.

Thomas E. Seder CFP®, CDFA™

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Divorce Financial Planner Insight Financial Strategists LLC Address 271 Waverley Oaks Road Suite 102 Waltham MA 02452 Counties served: Middlesex, Suffolk, Norfolk Phone: (781) 489-3998 Website: insightfinancialstrategists.com
About

Tom is a Certified Divorce Financial Analyst™ and CFP® at Insight Financial Strategists, guiding his clients through the financial complexities of divorce. He is also a trained Divorce Mediator. He works closely with his clients to gather all relevant financial data, analyze settlement scenarios and their tax and long-term lifestyle implications, and present this information to clients with simplicity and clarity.

This holistic approach ensures that many other factors are considered in the planning process, including college funding, insurance needs, budgeting post-divorce, investing, retirement, and long-term care.

During his career as a Financial Adviser for a large brokerage house, Tom was struck by the particular financial hurdles which divorcing clients face and decided to specialize in the area of divorce planning. His own divorce experience makes him committed to exploring practical resolutions which are in the client’s best interest.

Tom graduated from Harvard magna cum laude with a BA in Psychology and Social Relations. He has completed the Financial Planning program at Boston University. He is a past Treasurer of The Divorce Center and is a member of the Institute for Divorce Financial Analysts, Financial Planning Association, Mass Council on Family Mediation, and Association of Divorce Financial Planners.

Renee W. Senes CDFA™

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Senes & Chwalek Financial Advisors Address 152 East Bare Hill Road Harvard MA 01451 Address 81 Middle Street Concord MA 01742 Phone: (978) 456-9600 Fax: (978) 369-2267 Website: www.senesandchwalek.com
About

Senes & Chwalek offers investments, portfolio management, retirement planning, college planning and insurance to help individuals, families and business owners achieve their financial goals. Our offices are in Harvard and Concord.

Renee is also a Certified Divorce Financial Analyst (CDFA), a financial neutral and a trained mediator. She specializes in working with clients, their attorneys or mediators through all phases of the divorce process to help them gather and compile financial information, compare and contrast scenarios of possible settlements, and grasp the impact of the various options both now and for their future well-being. Having gone through a divorce herself, Renee’s desire is to help her clients understand and manage the financial issues so they can look forward to a stable future and comfort and competence dealing with money.

A frequent lecturer, Renee covers topics including:
• Maximizing Social Security
• Money and Divorce
• Retirement Planning for Small Business Owners

Renee is an active member of her community serving on the Board of the Divorce Center, and the Steering Committees of the Women’s Business Network and MWCoC Professional Women’s Network. She is a consultant to the Special Educational Surrogate Parent Program.

A former teacher, Renee enjoys educating her clients and encouraging them to be active participants in their financial futures.

Securities and investment advisory services offered through Voya Financial Advisors, member SIPC Senes & Chwalek Financial Advisors is not a subsidiary of nor controlled by Voya Financial Advisors, Inc.

Barbara Shapiro EdM2, MSF, CFP, CFS, CMC, CDFA™, CeFT

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President HMS Financial Group Address 333 Elm Street Suite 210 Dedham MA 02026 Phone: (781) 251-2655 Fax: (781) 251-2656 Website: www.bshapiro-cdfa.com
About

Barbara Shapiro is president of HMS Financial Group, a full-service investment and financial planning firm. She served as Regional Director of Institute of Certified Divorce Financial Analysts (IDFA) and is a former treasurer of The Divorce Center.

She is a newly published author with her book “He Said, She Said,” and has developed and taught courses on financial planning and investments. She has lectured nationally on divorce financial analysis, investing, long-term care insurance, and divorce planning. Barbara’s expertise on women and finance has been seen on New England Cable News’ “Business Day” program, as well as Fox TV news. As a highly respected professional in her field, Barbara has been interviewed by USA Today, the Boston Herald, the Boston Globe, the Boston Business Journal, “That Money Show,” Information Week, Investment News, “The Law Show,” “CNN Lookout,” “CNNfn.com,” NPR’s “The Connection,” and WBZ News radio, among others. She was a columnist for Physician’s Money Digest, and co-authored an article on divorce in Boston Magazine in July 2007.

Barbara’s degrees include Master of Education in Counseling, Master of Education in Moderate Special Needs with an additional Severe Special Need Certification and Master of Science in Finance.

With over 40 years experience in the securities industry, Herb Shapiro has experienced all types of markets and most economic situations. Herb and Barbara work together in determining the best investments for their post-divorce clients.

Securities and advisory services offered through Cadaret Grant, Member FINRA/SIPC, a Registered Investment Advisor.

David M. Welch CFP®

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Fuller Brook Financial Partners, LLC Address 6 Juniper Road Wellesley MA 02482 Phone: (781) 492-0261 Fax: (888) 602-8185 Website: www.fullerbrook.com
About

David is a Certified Financial PlannerTM practitioner and founder of Fuller Brook Financial Partners, LLC. David works with his clients to develop a comprehensive view of their current financial situation, establish a set of realistic goals and develop a custom approach to achieve them – along the way providing guidence, support and financial coaching. The work he performs includes:

  • Preparing pre-divorce schedules of financial assets and liabilities,
  • Developing financial projections and evaluating the potential impacts of divorce on finances,
  • Constructing post-divorce budgets, and
  • Suggesting strategies to meet life goals such as childrens’ educations and retirement.

David received a BA in Psychology from the University of Rochester and a Masters of Business Administration from the State University of New York at Albany. He completed the Boston University certificate program for Financial Planning. David is a member of the Financial Planning Association’s Massachusetts chapter and a volunteer in the organization’s military pro bono program. David served on the Board of the Boston Youth Symphony Orchestras, Inc. from 1998 to 2008 and was Board president from 2000 to 2008.

Fuller Brook Financial is a fee only financial planning service. We accept no commissions, rebates or payments from any outside source allowing us to always focus only on our clients’ best interests.

Kim U. Whelan CDFA™

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Mediator, CDFA™ Kim Whelan Mediation Address 60 Austin Street, Suite 210 Newton MA 02460 Phone: (617) 581-0747 Website: kimwhelanmediation.com
About

Kim helps families navigate the often complex divorce process in a more productive way. Through compassion, financial savvy, and a deep commitment to mediation, she strives to preserve each party’s emotional and financial integrity for life going forward.

Kim’s MBA, CDFA™, and business experience provides her with the financial expertise to help you navigate the financial maze divorce presents. She can translate these complex decisions into plain terms, allowing each party to fully understand the options available. With years of extensive training and staying current on developments in family law, divorce financial planning, and mediation, Kim brings a wealth of experience and a good dose of common sense to this often emotional and stressful time of life.

Kim appreciates how difficult separating a family can be – being divorced herself – but she also brings optimism to the process having seen people survive and flourish after working together through mediation. When each parent can focus on what matters for them, each other, and their family, the sound decisions resulting from mediation enable everyone to build a better emotional and financial foundation for the future.

** Denotes Collaboratively Trained Professional