Member Directory
Portland Collaborative Divorce
United States
Member type: IACP
Profession(s): Mediator
Portland Collaborative Divorce
United States
Member type: IACP
Profession(s): Financial Professional
Member type: IACP
Profession(s): Financial Professional
Area(s) of Practice: Legal Paraprofessional (licensed in Family Law), Certified Divorce Financial Analyst, Certified Fraud Examiner (forensic accounting) and CPA
License(s): AZ Legal Paraprofessional in Family Law, Certified Public Accountant, Certified Fraud Examiner, Certified Divorce Financial Analyst
Collaborative Divorce Vancouver
Vancouver,
British Columbia,
Canada
Member type: IACP
Profession(s): Financial Professional
Area(s) of Practice: Business Valuations
Guideline Income Determination
License(s): *
Collaborative Divorce Vancouver
Vancouver,
British Columbia,
Canada
Member type: IACP
Profession(s): Barrister, Lawyer, Solicitor, Mediator
Area(s) of Practice: Family and Estates
License(s): Law Society of British Columbia, since 1994
Member type: IACP
Profession(s): Lawyer
Area(s) of Practice: Family Law, Matrimonial Law, Civil Litigation, Wills and Estates
License(s): Law Society of Alberta
Member type: IACP
Profession(s): Lawyer, Mediator
Area(s) of Practice: Family Law
License(s): Law Society of Alberta
Association of Collaborative Family Professionals (Edmonton)
Edmonton,
Alberta,
Canada
Member type: IACP
Profession(s): Lawyer, Mediator
Area(s) of Practice: Family Law
License(s): Law Society of Alberta
Massachusetts Collaborative Law Council
Brookline,
Massachusetts,
United States
Member type: IACP
Profession(s): Financial Professional, Mediator
Area(s) of Practice: Mediator, Divorce Financial Analysis
License(s): CDFA®
Member type: IACP
Profession(s): Financial Professional
Area(s) of Practice: Kim has extensive experience guiding clients through some of life's most critical events. Her 20 year career has focused on helping clients make their largest impact in life by building strategies for growing and preserving their wealth. Her areas of expertise include comprehensive financial planning and advice related to divorce, business transitions, liquidity events, retirement, and wealth transfer planning. She leverages her deep network of trusted advisors in legal, tax, and philanthropic planning so that clients can focus on what matters most to them.
When working with divorcing clients, she partners with attorneys and helps their clients understand the financial complexity of their divorce. She helps clients to think through the decisions they need to make, understand their balance sheet, create a budget and financial declaration, consider their long and short-term goals, and is there to implement their divorce financial plan once a settlement is reached. Her unique background, credentials, and perspective provides her clients with the resources and advice they need to make confident decisions. In addition to the client work for with litigation cases, she is collaboratively trained and can serve as a financial neutral in collaborative cases.
License(s): CERTIFIED FINANCIAL PLANNER™ professional (2004)
Certified Divorce Financial Analyst® (2013)
Certified Private Wealth Advisor® (2017)
Securities licenses: Series 7 and 66
Insurance licenses: Life, Disability, and Long-term Care
Collaborative Law Association of the Rochester Area
Clifton Springs,
New York,
United States
Member type: IACP
Profession(s): Financial Professional
Area(s) of Practice: Divorce Financial Analysis, Comprehensive Financial Planning
License(s): CFP
CDFA
Member type: IACP
Profession(s): Other
Area(s) of Practice: n/a
License(s): n/a
Member type: IACP
Profession(s): Financial Professional
Area(s) of Practice: Wealth Management, Out spouse consulting, Collaborative neutral
License(s): CFP®, CDFA™, Series 7, Series 66
Florida Academy of Collaborative Professionals
Boca Raton,
Florida,
United States
Member type: IACP
Profession(s): Lawyer
Area(s) of Practice: Family and Marital Law
Divorce Mediation
Collaborative Divorce
License(s): New York State
Florida