Chris Chen CFP®, CDFA™ ** » Financial Experts

** Denotes Collaboratively Trained Professional

Chris Chen CFP®, CDFA™ **

No Photo Available
Wealth Strategist, Mediator 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 supports families in conflict and their mediators and lawyers with expert advice as a financial neutral, an adviser for one the parties, or as a co-mediator.
People who have gone through divorce often find that a better understanding of their financial context may have helped them plan and negotiate outcomes that may have fitted their interests and situations better.
Chris helps families and individuals:
– think financially, not emotionally
– understand the financial impact of settlement possibilities
– craft creative proposals that are fair to both parties

Chris helps mediators:
– by enabling the parties to provide Informed Consent
– with support for the less knowledgeable or powerful spouse
– explore the impact of taxes on scenarios

Chris helps all parties involved with subject matter expertise on
– retirement plan evaluation
– executive compensation issues
– planning for difficult issues such as college financial aid planning

Chris is a CFP practitioner, a Certified Divorce Financial Analyst, a collaborative law financial neutral, and a trained Mediator.

** Denotes Collaboratively Trained Professional