My Passion: Helping People in Transition
Serving New York and New Jersey Clients
Whether it's divorce, widowhood, or being "suddenly single" again, you are naturally seeking closure during a difficult time. You are pained by the uncertainty and the waste of precious time during this difficult chapter in your life as you complete your life transition.
I’ve been there, and I can help you.
The process I employ, and the services I offer, will help you organize your life, optimize financial results, minimize tax exposure, and generally guide you toward educated choices that will move you forward in the most economical way possible.
We save you money, time, give you expert advice on all financial aspects of your divorce without ever having to set foot in a court room. Beyond servicing your financial needs, I work in tandem with other professionals that are involved in your case, to ensure an optimal outcome. I also provide concierge services, by recommending other highly qualified professionals to help you with specific transition issues. It all starts with a free consultation.
Here's my story...
In early 2008, to my surprise, I became "suddenly single.” I learned from hard experience that it’s critically important to seek professional guidance at the very outset of a life transition. Today, it is a lesson that I employ in the service of others, who are undergoing a similar life transition.
I hold 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.
I am a Certified Financial Planner™ (CFP®) and a Certified Public Accountant. In 2008, I earned the American Institute of Certified Public Accountants' credential of Personal Financial Specialist (PFS), for CPAs specializing in personal financial planning. In 2012, I earned the Institute for Divorce Financial Analysts’ designation as a Certified Divorce Financial Analyst (CDFA). Additionally, I am a NY Association of Collaborative Professionals Member.
I place the highest value in trust and sincerity. My three “C” s of business conduct that act as guideposts along the road of my professional life are Competence, Clarity and Compassion.
Get Started by sending me some information about your own life transition. Let’s talk soon.
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Nancy Goldfarb, CFP®, CPA/PFS, MBA
Divorce Mediator (Including Advanced Training)
Collaborative Divorce Professional (Financial Neutral)
CDFA™Certified Divorce Financial Analyst
NANCY GOLDFARB AND ASSOCIATES