Most people don’t realize the impact that planning can have on your life, not just financially, but emotionally. It gives you the confidence to make decisions, and a sense of control over your future.
Financial Planning Begins With…
Reviewing your current financial position
Advising on wealth management strategies
Preparing for your retirement years with a well-conceived retirement income strategy
Helping minimize tax consequences
Assessing appropriate estate planning strategies
Continuing the Journey
Financial planning doesn’t end there; it’s an ongoing relationship that continues through every stage of life to keep you on the path towards your goals. We’ll work with you over time through periodic reviews to help you monitor the strategies in place, and their capacity to continuously meet your goals. We’ll always be here for you to answer any questions you have and provide ongoing advice as you need it.***
***Periodic reviews of your financial plan may require a new planning agreement and result in additional fees.
5 Core Values
a Financial Planner
Provides
Knowledge
teamwork
accountability
proactivity
organization
Financial Guidance for Divorce
Having obtained the designation of Certified Divorce Financial Analyst™, Berkely is trained to assist both during the divorce process and afterward.
In the role of advocate, she assists the divorcee who may not be as knowledgeable about, or comfortable with, the family’s financial situation, or simply may not have the time to dedicate to becoming a financial expert.
Without the guidance of a trained professional during the divorce process, you run the risk of making uninformed and uneducated decisions that can last a lifetime.* We’ll empower you with the knowledge about issues such as:
Long term consequences of retaining different assets
The difference between separate and community property
Tax implications of different types of assets
Helping you maintain your standard of living as much as possible
QDROs and the options available to you
Alimony and child support issues
How to protect your children and their financial interests
*Registered representatives do not provide tax and/or legal advice. Clients should confer with their qualified legal, tax and accounting advisors as appropriate.
