Helping People in Transition
Serving Clients Nationwide, with Particular Emphasis on New York, New Jersey, and Connecticut.
Whether navigating divorce, widowhood, or becoming “suddenly single” again, a major life transition can bring uncertainty, difficult decisions, and the challenge of moving forward. The firm provides financial guidance designed to bring clarity, organization, and confidence to this important chapter.
Nancy understands the complexities of navigating a major life transition firsthand. After unexpectedly becoming “suddenly single” in early 2008, she learned the importance of seeking professional financial guidance at the very outset of a transition. That experience continues to inform her compassionate and practical approach to helping others facing similar circumstances.
The firm helps clients organize their financial lives, optimize financial outcomes, minimize tax exposure, and make informed decisions that support their long-term goals. Nancy works collaboratively with the other professionals involved in a client’s transition to help ensure that financial considerations are properly addressed and coordinated.
The firm also offers a personalized, concierge-level approach, connecting clients with highly qualified professionals when additional expertise is needed to address specific transition-related matters. The process begins with an initial consultation.
Nancy holds a Bachelor of Science in Economics from The Wharton School, University of Pennsylvania, and an MBA in Finance from New York University Stern School of Business.
She is a Certified Financial Planner™ (CFP®) and a Certified Public Accountant. In 2008, she earned the American Institute of Certified Public Accountants’ Personal Financial Specialist (PFS) credential, which recognizes CPAs specializing in personal financial planning. In 2012, she earned the Certified Divorce Financial Analyst (CDFA) designation from the Institute for Divorce Financial Analysts. She is also a member of the New York Association of Collaborative Professionals.
The firm works with clients throughout the United States, with particular emphasis on New York, New Jersey, and Connecticut. As clients relocate or navigate financial and divorce-related transitions, the firm continues to support their needs.
The firm places the highest value on trust and sincerity. Its approach is guided by compassion, clarity, and competence.
Get started by sharing information about your own life transition. Nancy and the firm are ready to discuss how thoughtful financial guidance can help bring greater clarity and confidence to the next chapter.
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Nancy Goldfarb, CFP®, CPA/PFS, MBA
Divorce Mediator (Including Advanced Training)
Collaborative Divorce Professional (Financial Neutral)
NANCY GOLDFARB AND ASSOCIATES
nancy@smarttransitionstrategies.com