As partner of The Arlington Group Investment Consulting, Lis McNealey Spaine leads The Arlington Groups strategy, product offerings, and client services team. A true leader in the female focused financial advisory niche, Lis builds upon the firms’ strong foundation and core offerings to drive growth and champion the firm as an emerging advisory company in […]
We simplify and present the finances for people going through divorce by listening and gathering facts to understand each unique situation. My business partner, Beth Petrie, and I have over 25 years of combined experience and we work together to find economic solutions to separate the finances of a marriage. We offer a full range […]
We simplify and present the finances for people going through divorce by listening and gathering facts to understand each unique situation. My business partner, Courtney Sparks White, and I have over 25 years of combined experience and we work together to find economic solutions to separate the finances of a marriage. We offer a full […]
Ms. Moussi has been involved in more than 300 cases in various capacities, including acting as an expert witness in divorce and dissolution matters, and acting as a joint neutral in mediation and collaborative matters. Of those cases, at least 68 cases have been collaborative cases. Services provided have included: identification and reporting of assets […]
I offer family and divorce mediation services focusing on co-parenting issues and relationships, parenting plans, family conflict, distribution of assets and liabilities, child support, spousal support and divorce finances planning. I work as a neutral with both sides and, when appropriate, with their lawyers to help them negotiate mutually agreeable solutions to the many parenting […]
Certified Divorce Financial Analysis: Personal vs. marital property Valuing and dividing property Retirement assets and pensions Spousal and child support Splitting the house Tax problems and solutions Tax law and financial issues affecting divorce
I am an advisor focused on serving private clients, privately held businesses and institutions with unbiased investment and financial advice. In growing authentic relationships, I help clients build and preserve wealth skillful integration of planning strategies and forward-looking wealth management. Hamilton Capital is a fee-only. Registered Investment Advisor (RIA).
I am the founder of Morris Financial Group, with over 30 years’ experience managing client assets. In addition, I hold the designation of CDFA, Certified Divorce Financial Analyst, where I work as a financial neutral helping divorcing couples work through complicated money issues.
Tax planning, representation and preparation