Carrie is a Certified Divorce Financial Analyst® and Mediator trained in Collaborate Law. She is passionate about supporting families in transition, gently guiding them to bring clarity to a durable agreement.
She works with clients individually as a Financial Advocate to help clients gather their financials to better understand where they stand. There is usually a party in the divorce that has a lesser understanding of the financial picture during the marriage.
She also works as a Couples Financial Mediator (a financial neutral) to negotiate agreements that help couples stay married. Her goal is to reach fair outcomes where people's needs and goals are heard in the process.
A new passion for Carrie is to help coach clients and prepare them for mediation as a Mediation Coach. I have watched a lot of people struggle through the process because they do not have the tools they need to voice their needs, opinions and perspectives. It can often feel intimidating.
Carrie's background is in real estate, accounting and financial planning with a Bachelors in Economics/Business and Spanish.
"I am so excited to be doing this work and I look forward to sitting with you to hear your story!" Carrie
Benefits of a CDFA®
Copyright © 2023 TrailheadAssetMediation LLC - All Rights Reserved.
Powered by GoDaddy Website Builder
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.