Wendy Salz, a Certified Divorce Financial Analyst (CDFA®)
Throughout my professional life, I have focused on building trust in client relationships and establishing myself as a wise source of reliable information. I have met complex challenges with viable solutions no matter what the context. My goal has always been to make a positive, long-term impact on others’ lives.
As a financial advisor for hundreds of clients over many years, I worked in a collaborative manner to identify their life goals, then figured out the best investment strategies to achieve them. I was also able to educate them on the impact of their options and ensure they understood the risks and benefits of each direction. They were well-informed and able to make decisions with ease.
Assisting CEOs and CFOs, I mediated between employees and executives to resolve high-stakes, internal conflicts. Empowering both sides as they improved communication, we were able to design together and implement a successful process to yield higher productivity and healthier work environments.
I bring all this experience and insights to clients in a one-on-one manner to genuinely help people become financially empowered as they navigate divorce.
Throughout my professional life, I have focused on building trust in client relationships and establishing myself as a wise source of reliable information. I have always met complex challenges with viable solutions no matter what the context. My goal has always been to make a positive, long-term impact on others’ lives.
As a financial advisor for hundreds of clients over many years, I worked in a collaborative manner to identify their life goals, then figured out the best investment strategies to achieve them. I was also able to educate them on the impact of their options and ensure they understood the risks and benefits of each direction. They were well-informed and able to make decisions with ease.
Assisting CEOs and CFOs, I mediated between employees and executives to resolve high-stakes, internal conflicts. Empowering both sides as they improved communication, we were able to design together and implement a successful process to yield higher productivity and healthier work environments.
I bring all this experience and insights to clients in a one-on-one manner to genuinely help people become financially empowered as they navigate divorce.
To empower divorcing individuals and couples by providing them with all the financial information they need so they can make solid financial decisions with conviction; To treat each client with dignity for who they are, respect for where they have been, and support for where they want to go.
Talking to me is your best first step to ensure you have a fair and reasonable financial settlement for now and for the future. I listen carefully and thoughtfully during our conversations to understand your situation, all your details, and the consequences of all your possible outcomes. I guide you through a supportive, educational, and thorough process that leaves you financially empowered and confident.
