Our Professional Services

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Have a Financial Advocate on Your Side

We work with you to ensure that you know what information you will need in order to fully understand your current financial situation and discuss what you want your financial future to be.

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Mediation - an alternative to court

If you and your spouse have decided that you would like to keep costs low and to keep your private life private, there is a way to negotiate your divorce that does both, it is called mediation.

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Need an Expert for Your Unique Case?

Do you need a retirement/pension valued? Do you have a small business? Do you own rental property? Do you or your spouse have deferred compensation or stock options?

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CPA and CDFA®

Kelly Cummings Smith

I am passionate about helping those contemplating divorce to arrive at a complete understanding of their finances. For many people, a divorce is the single biggest financial event of their lives. Too many people fail to fully comprehend the financial consequences of their settlement options. I carefully guide my clients to a realistic view of their finances, during and after divorce. Together we assess ways to meet current financial needs and long-term financial goals. My mission is to ensure that my clients make informed and wise decisions about their futures using all relevant information available.

Kelly’s Bio
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