November Featured Affiliate
Sarah Holmes, MS, CRC, LPC is a Vocational Consultant and the founder of SH Vocational Consulting, LLC. Sarah enjoys the collaborative process and assisting individuals in making career decisions that make sense for them. She does not follow a one size fits all approach. Sarah works with her clients to identify their vocational options and guides them through the process to achieve their full potential. Sarah can be reached directly at 262-339-0967 or by email at sholmes@shvocational.com
Debra Melvin has been in the financial planning industry for 19 years. She is a Certified Divorce Financial Analyst for women and founder of the Women’s Financial Education Community. Her passion is financial education and planning for women. From a female perspective, Deb helps her clients navigate through the financial uncertainty that divorce can create in their lives.
Here are the ways she can help attorneys and their female clients:
• Help evaluate what certain divorce options will mean for her long term financial plan
• Perform a financial plan so that she is aware of what she needs to do after this big life change to be able to retire
• Help her feel comfortable with her investments
• Help her make financial decisions like should I pay cash for my new house or take out a mortgage
Deb strives to help women feel confident as they move forward in their new financial lives.
Debra's Website | Debra's eMail
Jeremy Doering is the CEO/Broker of Doering & Co. Real Estate. With over eighteen years of experience, Jeremy has helped families - including divorcing couples - sell their homes. Jeremy and his colleagues provide collaborative teams and clients access to a full-service Real Estate company consisting of professional agents, a licensed general contractor, an interior designer, and a marketing director. In addition, Doering & Co. utilizes a performance-based platform software that holds them accountable for the suggested list price of the home. If the home sells for less than an agreed upon value, they reduce their commission to protect your client.
After working in the mortgage and real estate business in three states for a decade, Jeremy returned home to Wisconsin and created his firm in Waterford in 2011. His firm is about to open a second location in Elm Grove. A graduate of UW-Whitewater, Jeremy was a successful college athlete and is a football coach in Waterford. He resides in Elm Grove with his wife Tracy and son and daughter. Jeremy became a CFLCW Affiliate Member in 2017.
Jeremy’s Directory Profile | Jeremy's Website | Jeremy's eMail
Jim Cotturone is a Financial Advisor and CERTIFIED FINANCIAL PLANNERTM professional with Ameriprise Financial in Brookfield, WI. In the nearly 10 years Jim has been a CFLCW affiliate, he has enjoyed the opportunity to enhance the collaborative process and serve clients dealing with financial uncertainty. When brought into an active case, Jim’s role is to advise a party in need of additional financial advice to evaluate the impact various property division options will have, to help them achieve a financial perspective during the divorce process and gain a better level of understanding and acceptance with regard to their settlement and what their post-divorce financial situation will be. If the client chooses, Jim can continue to provide his services post-divorce. In cases where a Financial Neutral is involved, Jim’s role is complementary to the overall effort.
Jim is also able to work with a party coming out of the divorce process to help them manage their finances by gathering & analyzing information. Jim helps them identify goals and prioritize objectives. He can then recommend solutions to help them achieve a level of confidence in their financial situation. Jim’s Directory Profile|Jim’s Website|Jim’s eMail
Michael Smith is the President of CPS Horizon, a firm that specializes in insurance offerings for life, disability and long term care. One of the more unique offerings provided by his firm is divorce disability insurance. In this program, which follows the terms of the divorce, settlement and support payments continue in the event the payor becomes disabled. Michael has a special website devoted to the program - to learn more go to www.divorcedi.com. Michael also can assist the collaborative divorce team with options for life insurance or long term care insurance as well. Michael is very active in financial and insurance associations including NAIFA, FPA and SFSP and has been an Affiliate Member of CFLCW for four years. He has been the leader in conducting events called "collaborative learning," where members of several of the insurance and financial associations, and CFLCW members, meet to discuss unique client situations and how all the professionals may work to assist those clients. He can be reached at 414-427-8660. | Mikes's Website | Mike's eMail
Anne Brannon has been in the mortgage industry for 17 years and regularly works with divorcing couples. She has helped many collaborative clients in her nine years as an Affiliate Member of CFLCW and brings her passion for the collaborative process to every assignment. In many situations, she is able to close loans for clients before the divorce becomes final. Anne will also work directly with you and your clients to help with income analysis, determining what they can afford if they are purchasing a home, or what they can possibly do to in order to stay in their existing home. With clients naturally concerned about their living arrangements after the divorce, you can depend on Anne to help you the throughout the process. | Anne's Website | Anne's eMail
