There are four great reasons to work with me and my team:
You’ll reduce liability.
The instant you dispense anything that can be construed as financial or tax advice, you’re putting yourself in an uncertain position. I am sure you don’t want to risk the potential liability, and the damage to your practice and your reputation. Just as you’ve worked hard—and are justifiably proud—of your legal accomplishments, I’ve invested years of study and have earned multiple accreditations in my field. I’m a Certified Public Accountant, CERTIFIED FINANCIAL PLANNER™ professional, and Certified Divorce Financial Analyst® professional. So, the financial advice I give to your clients, on your behalf, is rock solid and trustworthy. It’s information you can literally take to the bank.
You’ll look like a rock star to your clients.
Let me and my team strengthen your negotiating stance. In addition to all of our deep-dive financial work, we can arm you with great-looking, easy-to-understand reports and charts to support your case. The result? You can deliver better settlements for your clients, time and again.
You’ll increase capacity.
Talk about a virtuous cycle: With a go-to financial resource like me on your side, you’ll spend—make that waste—less time fielding calls from clients seeking answers to financial questions; you can simply defer them to me. Let me take all of those non-core/liability-prone chores off your plate. Offload the things you don’t really want to be doing—and magically get lots more time to focus on your area of expertise and increase your caseload.
You’ll grow your practice.
Not only will you have more time to grow your practice, you’ll have an easier time, too. Because with better financial advice at their disposal, your clients will be happier with your service, and more likely to refer you to friends, family, and their social network. And once I establish a good working relationship with you, I’d be happy to refer new clients to you. That’s because, many times, women facing divorce will contact me before finding an attorney, and will ask me who to trust.