Chris Chen, CFP®, CDFA® is the owner of Insight Financial Strategists, a boutique Registered Investment Advisor focused on transition planning for retirement and divorce.
Chris works best with women in the late stages of divorce and recovering from divorce. He helps them achieve financial success after divorce. Success is the best revenge!
Chris is a Certified Financial Planner professional, Certified Divorce Financial Analyst and a Registered Life Planner. In addition to being a CFP® and a CDFA®, he is also a Collaborative Law financial neutral and is a trained Mediator, having completed mediation training in accordance with M.G.L. ch.233 § 23C.
Chris was the Treasurer of the Association of Divorce Financial Planners, and is now on the Board of the Massachusetts Council on Family Family Mediation.
You can schedule a time with Chris on his calendar, or you can write at this site's email: divorcefriday at gmail dot com
Diane C Pappas, CDFA®, CQS™ is a Certified Divorce Financial Analyst®, Certified QDRO Specialist™, Financial Mediator, Collaboratively-trained Financial Neutral, and a Registered Investment Advisor licensed in MA to provide financial planning and investment advice.
Diane is Principal and Founder of Solutions For Divorce LLC, a boutique, fee-only divorce financial planning firm that works with couples and individuals helping them resolve the tax and financial issues of their divorce. Drawing on over 30 years of life and work experience, she specializes in helping clients, attorneys and mediators fully understand and resolve the financial complexities encountered during the divorce process. Diane also works with clients as their mediator, educating her clients financially so they can make informed decisions that are best for them and their family. From beginning to end, Diane guides and assists her mediation clients to develop mutually acceptable settlement proposals that address the parties’ needs, concerns and goals. She completes the divorce process by preparing the legal documents needed to divide Employer-sponsored retirement plans, private pension plans, MA State pension plans, military and Federal Employee plans.
You can schedule a time with Diane on her calendar or you can reach her at her email address, diane at solutionsfordivorce dot com.