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What My Clients Say About My Financial Planning Services

 

(Patricia Barrett CFP, CDFA)

 

 Call Patricia now or email for a free consultation!

 

I am so not a numbers person.  It is like magic to me that you can make this nebulous morass come into focus and organized in a way that is clear to me and even makes sense.  I was at sea, with only my attorney as a resource before you jumped in, knew what to do and did it.  JW 2011

 

 

I just wanted to say thank you again for all your hard work in helping me through the mediation process.  You were so very thorough and detailed in your financial analysis, and I really feel that you made a big difference in helping me get a better settlement. Best wishes to you always!  J.W. 2010

 

 

Thank you SO much. Words cannot express my gratitude for your wisdom, shared with me. It is empowering. Knowledge is power. I believe God works in mysterious ways, even in times that are tough. You have been an answer to my prayers.  D.G. 2006

 

 

Thanks so much for coming to mediation and especially for your preparation.  Your organization is impressive.  I am so grateful that I found you!  Everyone should have someone you when going through this process.  E.C. 2008

 

 

Thank you for your expertise that supported my determination for equity.  Thank you for your support and advice that kept me focused on my path.  Thank you for your advice, encouragement and affirmation that gives me courage.  Patricia, you are a Wise Woman.  Much Love, R.S. 2007 

 

 

Mrs Patricia Barrett is quite professional and thorough in her services; I highly recommend her from personal experience. Her fees are quite fair for the amount of time required to produce the appropriate documents. She is pleasant to work with and finished her work in a very timely manner.  John  2006

 

 

After 36 years of marriage, I was faced with divorce and needed to work out a financial settlement and plan for my future. I felt overwhelmed. Patricia compiled for me a comprehensive plan for both the division of assets and the handling of those assets for the future. She is an able mediator and negotiator, and is compassionate as well as extremely capable. After working with Patricia, I felt confident that I had a lifetime plan that would work well for me. I don't know what I would have done without her help. C.M.  2005

 

Call Patricia now or email for a free consultation!

We offer Financial Panning for Divorce Mediation  in Houston TX & the surrounding area: 

 

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CALL FOR A FREE PHONE CONSULTATION:

Patricia Barrett CFP CDFA
Phone:  281-444-1449
Address: 10777 Westheimer, Suite 1100, Houston, TX   77042 email: pb@lifetimeplanning.cc