Financial Specialists
Financial Specialists. The financial specialist works as part of a Collaborative Law team to enhance the process as a neutral financial analyst and consultant. The financial specialist will assist by facilitating the exchange of information and education to help all obtain a good understanding of the financial picture. Financial specialists also help parties develop post-divorce budgets so they can make informed settlement decisions, and educate parties as to the implications of various financial decisions.
Collaborative financial specialists work closely with the rest of the professional team to ensure their services best complement the process. They are prohibited from having an ongoing financial relationship with either party in order to maintain the financial specialist’s neutrality in all regards.
All Collaborative financial specialists who are members of King County Collaborative Law must meet minimum training requirements.
Jennie Bouska-Coddington, CDFA, CDPP, Financial Divorce & Home Lending SpecialistEquitable Divorce Solutions, LLC
205 C Street NW
Auburn, WA 98001
206-498-8761
2532342217, fax
JBouskaCoddington@gmail.com
www.jenniebouskacoddington.com
As a Financial Divorce and Home Lending Specialist I help couples develop a comprehensive strategy that allows them the ability to exit their marriage fiscally intact. By paying special attention to a couples C.R.A.D.L.E.: Credit, Resolve, Assets, Dependants, Lifestyle and Estate, I specialize my focus on how the division of assets and liabilities affect them currently and in the future.
Credentials: Certified Divorce Financial Analyst, Certified Divorce Planning Professional, Certified Mortgage Planning Specialist
Collaborative Role(s): Financial Specialist, Financial Planner
Elaine Chan, CFP, CDFA, Financial Advisor and Certified Financial PlannerFIOH Global Asset Management & Strategies, LLC
4701 SW Admiral Way, #245
Seattle, WA 98116
(Online Map)
425-654-0638
Elaine.Chan@FIOHInvestments.com
www.FIOHInvestments.com
When you are single, your financial needs are often very different than when you are married. Do not neglect the long-term financial planning and management after a divorce. Elaine takes a global perspective in her portfolio management and strategic planning. She believes that her clients deserve her time and perseverance and has been known for going above and beyond her clients expectations. Her strength in being empathetic to her clients has lead her to assist divorced and divorcing clients in finding resolutions to the financial impact of such a life changing event. Elaine is committed to helping her clients take hold of their financial future in their own hands.
Credentials: Certified Financial Planner, CFP; Certified Divorce Financial Analyst, CDFA; Charted Retirement Planning Counselor, CRPC; Masters and PhD in Economics from Cornell University
Collaborative Role(s): Financial Specialist, Financial Planner
Celia L Griffin, CPA, CDFACelia Griffin, CPA, PLLC
19125 North Creek Pkwy, Ste 120
Bothell, WA 98011-8000
425-954-8500
425-954-8500, fax
celia@celiagriffincpa.com
www.celiagriffincpa.com
CDFA's help clients determine the short term and long term financial impact of any proposed divorce settlement. They also provide valuable information on financial issues that are related to the divorce, such as tax consequences, dividing pension plans, continued health care coverage, stock option elections and much more. CDFA's also help attorneys by helping the client make financial sense of proposals. CDFA's offer attorneys another tool to assist their clients.
Credentials: Certified Public Accountant, Certified Divorce Financial Analyst
Collaborative Role(s): Financial Specialist
Robin Gruber
425-775-2700
robin@fsfinancialstrategies.com
Collaborative Role(s): Financial Specialist
John R JamesSpecial Solutions
4030 Lake Washington Blvd NE
Suite 208
Kirkland, WA 98044
425-889-7487
425-822-7959, fax
john@specialsolutions.org
www.specialsolutions.org
John R. James brings over forty years of experience in the financial services industry. In addition to the financial services industry he has the added expertise of working with families with special need children. Theirs is a unique situation and besides his own personal experience he has been trained and has access to tools in overcoming obstacles. The first step is to obtain a clear understanding of all the issues then to mold in a collaborative manner the issues related to the divorce process.
Credentials: Certified Financial Planner, Certified Divorce Financial Analyst
Collaborative Role(s): Financial Specialist
Michael B. Moss, Certified Valuation Analyst, Financial Analyst, Certified Public Accountant
Hanlin Moss Group, P.S.
1411 4th Ave. #410
Seattle, Wa. 98101
206-623-3200
206-623-3222, fax
mike@hanlinmoss.com
www.hanlinmoss.com
Collaborative Role(s): Financial Specialist
Teresa M SiskPathways To Resolution
200 W. Mercer
Ste. E-410
Seattle, WA 98119
(Online Map)
206-285-1073
206-826-9168, fax
teresa@pathwaystoresolution.com
www.pathwaystoresolution.com/
As a Certified Divorce Financial Analyst working in a Collaborative Law Environment, Teresa works with couples that value preserving family, relationships and dignity throughout the dissolution process. She has been trained in the financial and emotional issues relating to divorce. She is committed to helping couples make financial decisions that support their families and futures.
Credentials: CDFA
Collaborative Role(s): Financial Specialist
John Twitchell, Economist, Certified Divorce Financial AnalystFinancial Settlement Solutions LLC
1001 Fourth Avenue
Suite 3200
Seattle, WA 98154
206.953.1231
866.953.1231
206.260.2993, fax
jtwitchell@financialsettlementsolutions.com
www.FinancialSettlementSolutions.com
John works on the Eastside as well as the greater Seattle area. He received his Master's in economics from the University of California at Santa Barbara. he has worked as an economist in the divorce field for twelve years, including experience as a trial expert in Washington State. John is a member of the American Association of Individual Investors, Institute for Divorce Financial Analysts, International Academy of Collaborative Professionals, King County Collaborative Law, Eastside Collaborative Family Law, Seattle Collaborative Family Law, King County Bar Association - Collaborative Law Section, Collaborative Professionals of Washington.
Collaborative Role(s): Financial Specialist
Sandy Voit, MS, EdS, Licensed Mental Health Counselor, Certified Divorce Financial AnalystTangible Solutions
11415 NE 128th St.
Suite 100
Kirkland, WA 98034
(Online Map)
206-890-1174
425-823-3948, fax
sandyvoit@gmail.com
www.tangiblesolution.net
Achieve a successful, equitable financial settlement. Many find it difficult to see an end to the process, much less imagine a positive, hopeful future. I provide professional & supportive assistance regarding the financial aspects of a divorce - from tax consequences, to pension/retirement divisions, to COBRAs & health care options - by educating both spouses in financial literacy. My counseling background helps you effectively manage the anxieties and fears surrounding the settlement process; my financial background helps find cost-effective settlement solutions.
Credentials: Certified Divorce Financial Analyst, Licensed Mental Health Counselor
Collaborative Role(s): Financial Specialist
