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| Financial Planning |
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Struggling to find an experienced Certified Financial Planner who listens, gives careful consideration to your long-term goals and pursues a constructive, coordinated approach to meet them?
I founded DaVinci Financial Planning, Inc., a fee-only, full service financial planning and investment management firm to help you stay on track.
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I can work with you in a couple of different ways:
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- Financial check-up - flat fee $500
Written recommendations on how you need to restructure your finances to meet your goals plus support for 60 days.
- Comprehensive Financial Plan
Professional active management of your investment portfolio, and on-going support and unlimited financial planning visits. Recommended if you are looking for a long-term financial planning partner and a mentor.
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To help us serve you better, please complete this brief questionnaire and email to denisa@davincifp.com or fax to (877) 576-2862.
Financial Questionnaire - (Microsoft Word)
Financial Questionnaire - (PDF)
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LET ME HELP YOU WITH YOUR DIVORCE
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My PASSION is to help MINIMIZE the financial and emotional PAIN of your divorce.
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How do I do that?
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| The Colorado family law does NOT mandate that you use attorneys to get divorced. Although I always recommend that you have attorneys review your final agreements, the majority of the issues that you will have resolve are related to your finances and your parenting. As a Certified Divorce Financial Analyst and a Divorce Mediator I can help you resolve these issues. |
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- As a neutral divorce mediator, I will help you work through your divorce issues and guide you so you can reach mutually acceptable agreements.
- As a Certified Divorce Financial Analyst, I will educate you about the complex financial and tax issues of your divorce so that you make informed decisions and arrive at a fair settlement. Because what often appears to be equitable at the time of divorce could lead to a financial ruin in the future.
- I will make you aware of the potential pitfalls and costly mistakes. This is your only chance to make the right decision and go through divorce with control.
- I will provide you with an education and information to help you gain more clarity and understanding of what your situation will look like after divorce.
- I will assist you with the creation of effective parenting plans.
Visit our Divorce Planning and Mediation Services page for more detailed information.
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Schedule your confidential consultation today:
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719-634-6944
303-625-4071
Skype: denisatova
Email: denisa@davincifp.com
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Thank you in advance for your most kind referrals.
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