Expert guidance for the technical and personal aspects of financial transitions


My
mission

After years in the settlement planning industry, I have shaped my practice around the knowledge that when it comes to money, circumstances are rarely as simple as they appear.

With specialized training as a Certified Financial Transitionist®, a Certified Structured Settlement Consultant, and a Certified Medicare Secondary Payer Professional, I am well-equipped to address the broad spectrum of issues that go hand-in-hand with financial transitions.

Whether you are experiencing a divorce, the sale of a business, an injury settlement, or any other type of financial transition, my proactive approach to planning will empower you to move towards the financial future you envision.


View the Services page to learn more or contact me today.

NEWS

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November 19, 2018

Lump Sum vs. Structured Settlement: What’s the Better Choice?

Lump Sum vs. Structured Settlement: What’s the Better Choice? Claimants involved in personal injury, wrongful death, and workers’ compensation cases have multiple options for handling their […]
November 19, 2018

How to Reap Long-Term Financial Benefits in a Taxable Damages Case

How to Reap Long-Term Financial Benefits in a Taxable Damages Case: The Latest Options for Settlements Outside of the Realm of Physical Injury, Physical Sickness, or […]
November 19, 2018

What is a Certified Financial Transitionist®

What is a Certified Financial Transitionist®- and How Can Your Clients Benefit from Using One? When an individual suddenly receives a large sum of money, it […]
November 19, 2018

Providing for a Disabled Claimant’s Future

Providing for a Disabled Claimant’s Future The cost of a client losing government benefits can be very high, often in the hundreds of thousands or even […]