Purse Strings Approved Professionals

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Mitchell Thompson
Divorce Financial Analyst Financial Advisor Financial Planner
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Mitchell J. Thompson, CFP®, CDFA®, ChSNC®, AEP®

Wealth Manager, MJT & Associates Financial Advisory Group, Inc.
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Asset Management, College Savings, Divorce Financial Neutral, Divorce Mortgage Planning, Downsizing and Relocating, Employee 401K Programs, Estate Plans, Investing, Post-Divorce Matters, Sell a Business
COMPLIANCE DISCLAIMER
Purse Strings is not a client of this financial professional or the financial professional’s Registered Investment Advisor firm. Purse Strings receives compensation from this financial Read more...
SPECIALTIES.
  • Business Planning
  • Business Succession Planning
  • Collaborative Divorce Process
  • Divorce Financials
  • Family Legacy Planning
  • Financial Planning
  • IRA
  • Legacy Planning
  • Retirement planning
  • Special Needs Planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
464 Second Street, Suite 208
Excelsior
Minnesota
55331
United States
SERVING:
All 50 States
Virtual Appointments Available
Melissa Dailey Newman
Divorce Financial Analyst Financial Advisor Financial Planner
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Melissa Dailey-Newman, CDFA®, AWMA®

Private Wealth Advisor, Clearwater Capital Partners
OVERVIEW OF SERVICES
Asset Management, College Savings, Divorce Financial Neutral, Downsizing and Relocating, Estate Plans, Investing, Life Insurance, Long-Term Care, Mutual Funds, Post-Divorce Matters, Socially Responsible Investing
WHY I LOVE WORKING WITH WOMEN
Many of my clients have come to me during times of transition like divorce, career change, widowhood, and inheritance after loss of a loved one. Read more...
COMPLIANCE DISCLAIMER
Investment advice offered through Clearwater Capital Partners, a Registered Investment Advisor. Purse Strings is not a client of this financial professional or the financial professional’s Read more...
SPECIALTIES.
  • Business Insurance
  • Collaborative Divorce Process
  • Divorce Financials
  • Executive Compensation Packages
  • Financial Planning
  • IRA
  • Legacy Planning
  • Retirement planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
2800 West Higgins Road, Suite 1025
Hoffman Estates
Illinois
60169
United States
SERVING:
All 50 States
Virtual Appointments Available
Stacy Blackshear
Divorce Financial Analyst Money / Financial Coach
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Stacy Blackshear, MA, AFC®

Accredited Financial Counselor, Rewire Behavior Financial Coaching
OVERVIEW OF SERVICES
Budgeting, College Savings, Divorce Financial Neutral, Financial Therapy, Healthy Money Conversations, Post-Divorce Matters, Prenuptials
SPECIALTIES.
  • Debt Elimination
  • Daily Money Management
  • Divorce Financials
  • Emotional Relationship with Money
  • Money Mindsets
  • Personal Cash Flow Analysis
  • Personal Growth Coaching
  • Special Needs Planning
LOCATION
Hampton Roads
Norfolk
Virginia
23502
United States
SERVING:
All 50 States
Virtual Appointments Available
Peter Seriano 2023
Divorce Financial Analyst Financial Advisor Financial Planner
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Peter Seriano CFP®, CDFA®

Senior Financial Planner, ProVise Management Group, LLC
OVERVIEW OF SERVICES
401K Planning, Asset Management, Budgeting, Estate Plans, Healthy Money Conversations, Investing, Long-Term Care, Mutual Funds
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through ProVise Management Group, LLC. ProVise Management Group, LLC is Read more...
SPECIALTIES.
  • Charitable Planning
  • Divorce
  • Divorce Financials
  • Financial Planning
  • Financial
  • IRA
  • Personal Cash Flow Analysis
  • Retirement planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
611 Druid Road East, Suite 105
Clearwater
Florida
33756
United States
SERVING:
All 50 States
Virtual Appointments Available
Michelle Image 200x200 1
Divorce Financial Analyst Financial Analyst
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Michelle Muhammed, CFP®, CDFA®, ChFC®

Certified Divorce Financial Analyst®, The Next Chapter Divorce
OVERVIEW OF SERVICES
Divorce Financial Neutral, Post-Divorce Matters
WHY I LOVE WORKING WITH WOMEN
I love working with women because it allows me to work towards directly contributing to addressing important challenges many women face in their financial and Read more...
COMPLIANCE DISCLAIMER
The Next Chapter Divorce is a Certified Divorce Financial Analyst® (CDFA®) who provides Divorce Financial Planning to individuals navigating the financial complexities of divorce. Michelle Read more...
SPECIALTIES.
  • Collaborative Divorce Process
  • Complex Custody Matters
  • Divorce
  • Divorce Financials
  • Executive Compensation Packages
LOCATION
1738 Elton Road
Silver Spring
Maryland
20903
United States
SERVING:
All 50 States
Virtual Appointments Available