Financial Advisors
Nathan Cobert
Lisa Schneider
Judith F. Sterling, CDFA, CPA
 Nathan Cobert CDFA, CFP® is the principal of Divorce Planning Advisors. He is a Certified Financial Divorce Analyst, a Certified Financial Planner® and a Chartered Financial Consultant. Nathan has been assisting clients in the Bay Area since 1989.
Divorce is a period of change and transition. It is often very stressful and is filled with uncertainties. However it is also a time when many important financial decisions need to be made. Issues such as the separation of assets, spousal maintenance and child support all needs to be decided. Nathan works with clients and their attorneys to create equitable and fair financial settlement options. Alternative settlement strategies are explored, based on what is most important to both parties. These various scenarios are analyzed by projecting the short and long term affects on cash flow and net worth.
Nathan makes his home in Corte Madera with his wife Arlene and two wonderful step-daughters.
phone: (415) 479-1777
e-mail:
ncobert@earthlink.net
Divorce Planning Advisors
165 No. Redwood Dr., Suite 100
San Rafael, CA 94903
 Lisa A. Schneider, CFP is a Certified Financial Planner™, an Investment Advisor and Registered Representative with AIG/SunAmerica Securities, Inc., and a Certified Divorce Financial Analyst.
Because of her desire to educate and empower people with information, Ms. Schneider speaks on various Financial Planning and Divorce Planning subjects. She is actively involved in the IACP and Collaborative Divorce training.
Having participated in over 100 cases, Lisa has devoted her practice to helping her clients understand their finances and evaluate how proposed settlements may affect each party in the short and long term BEFORE a commitment is made. The process also helps each party create the foundation needed for their own financial plan beyond the divorce.
Lisa A. Schneider, CFP
Schneider Financial Advisors
AIG Financial Advisors, Inc.
220 Montgomery St., Suite 408
San Francisco, CA 94104
Phone: 415-287-7807
Fax. 415-287-7829
Email: Lisa.8@schneiderfa.com
 Judith F. Sterling, CDFA, CPA is a Certified Divorce Financial Analyst as well as a CPA. Jude has an extensive and diverse background in financial matters spanning 23 years as a Certified Public Accountant (CPA) in an international public accounting firm, as a Chief Financial Officer (CFO) of a hospital, and as a sole proprietor of a vineyard business.
Several dynamics are involved in divorce: emotional, legal, and financial. In most cases a married couple or registered domestic partners going through a divorce are unaware of the financial ramifications of a contemplated settlement agreement. Issues and the consequences of budgeting, property division, tax liabilities, family support, child support, real estate values, refinancing of home loans, business and pension valuations, and debt are all interdependent elements of the divorcing family's financial future. The fact that two households now have to live on potentially the same income level that previously supported one household underscores the importance of financial planning. Divorcing parties need the neutral financial professional as much as they need their attorneys and mental health specialists. Jude is specially trained to recognize potential tax problems, analyze all relevant financial information, and evaluate settlement proposals.
Judith F. Sterling, CDFA, CPA
5418 Diane Way
Santa Rosa, CA 95409
phone: 707-538-2665
email: Jude@sterlingcdfa.com
web: www.sterlingcdfa.com
Office appointments are available in Marin County and in San Francisco |
