Find a Collaborative Family Professional

Holly is a Chartered Financial Divorce Specialist™ and a Certified Financial Planner® professional with over 20 years of experience.  Holly works closely with her clients to help them find a financially fair agreement during a time where they are feeling financially scared or intimidated and emotionally exhausted. Her expertise and guidance ensures your financial interests, tax adjustments, pension legislation, and your future financial outcome is taken into consideration. She offers the following specialized services which is helpful to both her clients and their lawyers:

• Gathering the required financial documentation and organization for your case file to provide to your lawyer,
• Determining guideline income for Child and Spousal Support purposes,
• Assistance with creating a household budget, and managing cash flow and debt,
• Clarification on pension valuations, pension legislation, how it is processed and managed post-divorce,
• Identifying tax-efficient options of splitting the marital property, and any financial risks associated with a proposed financial settlement,
• Provide short-term and long-term projections of proposed financial settlements.

Holly acts as a Financial Neutral on the collaborative divorce team and will provide all the professional insight as a Chartered Financial Divorce Specialist™.

As a Certified Financial Planner® professional, Holly helps clients navigate through various life stages and financial concerns they may be experiencing in order to achieve the lifestyle they envision.    With extensive product knowledge and an emphasis on sound financial planning, she has built a reputation as a trusted adviser for individuals and business owners alike. Educating individuals on financial literacy is also a passion of hers, and she runs regular financial literacy sessions.

Holly is a current Board Member for the Association of Collaborative Family Professionals (Edmonton) and the Collaborative Divorce Association of Alberta.  Through her volunteer efforts she helps bring awareness of the collaborative process to the general public.

Like most people, Holly endeavors to find the balance in life between family, friends and her career.  She loves uncovering her ancestral roots and capturing memories through scrap-booking.  Her motto is: “The secret to having it all is believing you already do.”