Our firm offers expertise in divorce and fee only financial planning, tailored to your unique needs. Making financial decisions can feel like stepping into a world of the unknown. Lili has over thirty plus years of experience in divorce financial planning, financial mediation, and wealth management services. She aims to nurture, educate, and empower every client. She meets your needs with personalized service, unsurpassed expertise, and integrity.
Divorce Financial Services
Our services are geared to the complexity, size and nature of your specific case. Our experience and skilled advocacy help you identify your goals, priorities and needs from the very outset. We ensure you make well informed decisions with peace of mind to achieve a comprehensive divorce settlement for your long-term benefit. We provide litigation support as a qualified expert witness for divorce related financial issues. Lili is a fee only certified financial planner and certified divorce financial analyst.
Post Divorce Services
After divorce, our client’s financial security comes first. Our firm provides you with hands-on assistance to execute terms of your divorce agreement efficiently, productively and accurately. We help you prioritize a timeline of action steps, implement tasks, and track all transfers.
Further, we understand how important it is to preserve your wealth and manage your assets within the context of your lifestyle. Lili is an independent, fee only investment advisor, committed to providing objective investment advice in the core areas of financial planning and asset management.