I help individual investors achieve better financial outcomes through connected financial planning and tailored investment strategies.
I also assist clients in replacing emotion-based and performance-chasing investing habits with a structured and goal-based financial planning process. Starting with their most important goals, I develop a custom financial plan and investment mix designed to improve the long-term odds of financial success. Using an individualized and planning-based investment approach, my clients enjoy a better investment experience so they can worry less and enjoy more.
Our Team Specializes in High-Net-Worth Divorce Financial Planning
We provide specialized, finance-focused advice and strategy to high-net-worth individuals concerned about making costly and unintended mistakes during the divorce process. Our service is designed specifically to optimize the division of the marital estate for high-net-worth individuals.
As professionals with credentials and experience in both divorce finances and financial planning, we are uniquely qualified to help navigate and streamline the divorce settlement process. With a focus on post-separation lifestyle and goals, we can assist in arriving at the most optimal division of the marital estate as well as post-divorce financial planning.
Inside Divorce with Sassoon Cymrot Law, LLC
I had the pleasure of joining Attorney Hindell Grossman of Sassoon Cymrot Law, LLC on her podcat, Inside Divorce, to explore the various types of retirement accounts and how they are divided during a divorce. We also delved into the process of valuing pensions and Social Security benefits, comparing them to other retirement assets in order to provide a clearer understanding of their worth.
Our team provides comprehensive divorce financial expertise that is designed to eliminate unintended financial mistakes within the division of the marital estate. Further, and because of our unique financial expertise, we can assist with post-divorce strategy and financial planning during the divorce. Our comprehensive divorce services are designed to help optimize the division of assets so that our clients emerge from the separation with greater confidence and on solid financial footing.
Give us 15 minutes to listen to your situation, then we will connect you with an advisor ready to help you reach your financial goals.
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