
Financial Advisor
Often, people going through the divorce process look at financial planning and advice as an afterthought. We encourage clients to review their assets and needs going forward. It helps set realistic expectations going forward and enables clients to position themselves for the transition from working as a couple to working individually. I've been working as an advisor for over 30 years and have clients across the country. Our offices are based in Armonk, NY and Dallas, TX. Please take a look at our website at www.ForterisWealth.com.