Lifetime Planning

Patricia Barrett CFP CDFA

832-858-0099

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You are here: Home / Archives for Testimonials

Erica’s Testimonial

June 11, 2020 By

At the beginning of my divorce, I didn't know where or how to start, especially with regard to the finances. Then, I heard about Patricia and asked her to help me. With her comprehensive, long-term financial analysis, she helped me envision my life after divorce. She is sharp, to the point, and detailed, as well as compassionate and understanding. Thanks to her work, I now have a much better grasp … [Read more...]

Jackie’s testimonial

June 10, 2020 By

Patricia was professional as well as knowledgeable about the divorce process and divorce finances. She was also interested hearing each of our concerns. Her spreadsheets were very detailed and helpful. She took the time to listen to what each of us requested and meticulously worked those requests into the spreadsheets, as well as our divorce plan. Using her services to finalize our divorce was the … [Read more...]

Sue’s testimonial

October 23, 2019 By

“Patricia was an answer to prayer,” said Sue. “My husband and I had come to an agreement on how to split our assets in our divorce. After he wanted changes a couple times, a friend recommended hiring Patricia. She really opened my eyes to what I was entitled to in the divorce. Thanks to her advice, I ended up with a much better settlement.  Her expertise, experience and professionalism in such a … [Read more...]

Carol

May 22, 2017 By

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 … [Read more...]

Testimonial from ACS

May 18, 2017 By

I knew divorce would not be easy. I had heard the horror stories about fighting over money. My spouse and I did not want that drama and agreed to try cooperative divorce. What we received was individual attention that brought us to the table to calmly and practically discuss our own separate futures, as well as what to do in the best interest of our children. We had a fair, practical meeting, with … [Read more...]

Testimonial from HSB, Jr.

May 18, 2017 By

I was in a divorce situation that was spiraling out of control, with attorney fees mounting and no end in sight. After meeting with Mrs. Barrett at Lifetime Planning for a mediated property settlement, I am happy to say that an agreement was reached that was fair to both parties. I highly recommend these services to anyone trying to divide property in any way. … [Read more...]

Testimonial from JW

May 18, 2017 By

I am so not a numbers person. It is like magic to me that Patricia made a nebulous morass of numbers come into focus and organized it in a way that was clear to me and even made sense. I was at sea, with only my attorney as a resource before you jumped in, knew what to do, and did it. … [Read more...]

Testimonial from J

May 18, 2017 By

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! … [Read more...]

DG’s Testimonial

May 18, 2017 By

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. … [Read more...]

EC was Grateful

May 18, 2017 By

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. … [Read more...]

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From Our Blog

Post-Divorce Allocation, Earnings, Appreciation & Contributions

Immediate Steps As soon as you are notified of the plans involved in the property settlement, it is advisable to contact the Plan Administrator immediately to give notice of the impending divorce and … [Read More...]

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Phone: 832-858-0099

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Also serving all Texas cities working by email, phone, and fax.

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Disclaimer

Information provided in this website is not meant to be construed as legal advice and does not necessarily predict decisions that will eventually be made by a court of law. It is strongly recommended that you consult competent legal advice if your divorce includes children or property issues.

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