Divorce Financial Planning
With over 20 years of experience in the field of finance, Patricia Barrett is well trained in the intricacies of personal financial and divorce planning. She is a Certified Financial Planner (CFP) and Certified Divorce Financial Analyst (CDFA). In addition, she is a credentialed Mediator, having completed mediation training at the University of Houston School of Law. She has assisted hundreds of individuals and couples work through the difficult issues involved in the divorce process. I strive to focus on vital financial issues, and help clients better understand the financial impact of their choices when dividing the marital estate. I have the expertise needed to bring about a peaceful divorce settlement when possible, and skillfully guide clients when it isn’t.
Simplifying the divorce process can save time and reduce costs
Divorce can often be a complicated financial challenge, requiring special skills, as well as knowledge of a variety of divorce issues. Attorneys are not typically trained to effectively advise clients with regard to today’s complex financial landscape and divorce. With an informed financial strategy to guide you through the divorce process, you can save time, reduce costs and ensure that your financial outcome will be as equitable as possible.
If your divorce is amicable instead of contentious, a mediated settlement may be possible prior to retaining an attorney. For early intervention mediation, I act as a neutral advisor to calculate an equitable division of assets based on individual circumstances and my knowledge of divorce rules and financial planning. I can also work to defuse an otherwise volatile situation and guide you to a peaceful divorce settlement.
I work with individuals and couples who are going through divorce. One of my primary deliverables to clients often includes detailed 20-year projections that illustrate how specific asset division will play out over time. My goal is to help them gain a clear understanding of their marital finances, and see how certain decisions made during divorce can affect the rest of their lives.