Patricia Barrett CFP, CDFA
— October, 2023 —
I want to take a moment to express my heartfelt gratitude for your guidance and support during yesterday’s mediation. It was, without a doubt, a tough and emotionally charged experience, and I wanted to let you know how much I appreciate your involvement. Your preparation and presence as a sounding board were invaluable to me. I believe that without your expertise and support, such a resolution would not have been possible. Once again, thank you for your assistance throughout this challenging process. Your expertise and guidance have made a significant difference in my life.
— Therapist 2021 —
I love when my clients become your clients. I have so much trust in you and your guidance, I feel they are in great hands. My patient says you were so helpful to her. You are a godsend to women of divorce!
— Houston area marriage counselor EZ 2020 —
I was at a loss when I saw Patricia the first time. With her comprehensive analysis, she helped me see the life after divorce. She is sharp, to the point, and detailed, as well as compassionate and understanding. Thanks to her work, I now have much better grasp of my financial future. I highly recommend getting her professional guidance.
— RT 2020 —
Patricia was professional as well knowledgeable with each of our concerns. Spreadsheets were very helpful and detail oriented. She took the time to listen to what each party requested and meticulously worked them into the spreadsheet as well as our divorce plan. Using her services to finalize our divorce was the best option and outcome for both of us.
— AG 2020 —
Thank you again for your services. I’m grateful that this was handled timely and smoothly and with consideration of both our interests.
— CT 2018 —
Thank you so much for helping me have a voice and know my options clearly! Thank you for helping my husband and I proceed amicably. I will definitely refer others to you when it is appropriate.
— RJW 2011 —
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.
— J.W. 2010 —
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!
— D.G. 2006 —
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.
— E.C. 2008 —
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 like you when going through this process.
— CM 2013 —
I was very much impressed by the way you handled mediation in the absence of a key mediator lawyer who did not show up at all on one of the most important days for my daughter. Virtually single handed, you skillfully navigated the agreement despite Husband’s outbursts and made the whole process complete and successful. Thank you again. You are one of the best.
— John 2006 —
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.
— C.M. 2005 —
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.
— PM 2012 —
I just want to express my sincere appreciation for your help on my divorce, especially with regard to yesterday’s mediation. You bring so much knowledge, wisdom and insight to this process, I can’t imagine how I could have gotten through this event in my life without you! Thank you so much!
— MAB (2014) —
After 38 years of marriage, I made one of the most difficult and painful decisions of my life: divorcing my husband and the father of my children. While I was feeling somewhat intimidated through the processes of ending the marriage, Patricia guided me through with not only her vast knowledge and her extreme capability, but her compassion and her encouragement. I will always be so grateful to Patricia for making an unpleasant and life-changing experience more endurable and for helping me attain a hopeful future and a new beginning
— AS (2015) —
Patricia you were awesome on the stand. Your support was invaluable, and I will be recommending you to anyone that I might meet who finds themselves in these circumstances.
— RJ —
I used Patricia’s services during a high conflict divorce and she patiently, pleasantly and competently assisted me though many combinations of options to help me reach the best financial resolution for my personal finances (considering both community and separate property). I give her the highest marks and recommendations. Patricia is a life saver.