Cdppi.com - CurriculumVitae

Experience |
2008-Present
Certified Divorce Planning Professional Institute
Founder & President
CMPS, CDPP

The firm is a Certified Mortgage and Divorce Planning organization. We work exclusively with clients who are either considering or already in the process of a divorce and who are anxious about their ability to continue to pay their obligations and remain independent during and after their divorce plan and protect their CRADLE – Credit, Assets, Dependents, Life and Estate so that they can exit their divorce fiscally intact, remain independent and pay their divorce professionals in full.

1998-2008
Associates Home Mortgage Corp.
General Manager
Mortgage Brokerage Firm

Special Training & Certifications |
Credit Analysis Relative to Divorce:
• Debt Management
• Risk Management
• Debt Negotiation

Asset Risk Management:
• Ensuring sufficient funds exist to pay legal fees
• Cash Reserves Evaluation
• Tax return Audit Looking with attention to:
• unlawful deductions by spouse
• ensuring returns have been filed
• Tax planning
• Equity analysis of marital residence and other real estate holdings
• Pay roll deductions to increase immediate take home pay

Dependents Analysis:
• Tuition Planning
• Special Needs Analysis & Planning
• Insurance needs assessment
• Income loss prevention

Estate Planning
• Trust planning
• Trustee analysis
• Risk analysis & prevention

Education | 2007 CDPPI
Created and earned Certified Divorce Planning Professional Designation
Focus on creating Equitable Solutions for Divorcing individuals

2005 CMPS Institute, Ann Arbor, MI
Earned Certified Mortgage Planning Specialist Designation
Areas of Focus: Equity Management, Taxation, Estate Planning

1986 Hofstra University, New College
Long Island NY
BA in Business Administration
Minor in Biology

Published Works |
Divorce Planning 101 Course Curriculum
Divorce Planning 201 Course Curriculum
Divorce 360.com “The Top 7 Mistakes Women Make When Getting Divorced
Top Producer Strategies
The Art of Effective Networking

Volunteer work |
South Palm Beach County Habitat for Humanity
Delray Beach Chamber of Commerce MENTOR