Financial Services
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Consumer Credit Counseling Service of Southern New England
Mel R. Stiller, President
8 Winter St., 7th Floor, Boston, MA 02108
Phone: (866) 515-2227
Fax: (617) 960-1492
Email: mel.stiller@moneymanagement.org
Website: www.moneymanagement.org
Individual counseling on budgeting and options for getting out of debt; creditor arbitration;
and group education programs on budgeting, wise use of credit and recognizing and resolving
financial problems.
Lisa Cremonini, MBA, CFP ®
Jane Siegel & Associates
220 North Main St., Suite 101, Natick, MA 01760
Phone: (508) 650-6777
Fax: (508) 647-0328
Email: Lisa@JaneSiegelAndAssociates.com
Website: www.janesiegelandassociates.com
Providing independent financial counseling and services to individuals and attorneys involved in
the divorce process. Assessing the big picture through comprehensive financial planning
including: cash flow, budgeting, retirement, estate and investment options.
Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Advisor.
David H Goodman, MBA, CPA/ABV/CFF, CVA
David H Goodman CPA, P.C.
10 Tremont St., Ste. 200, Boston MA 02108
Phone: (617) 227-8337
Fax: (617) 227-6907
Email: dgoodman@bvalued.com
DIVORCE TAX PLANNING including optimizing alimony, child support, and property settlement,
preparation of FINANCIAL STATEMENTS, BUSINESS VALUATION, FORENSIC ACCOUNTING, and INCOME TAX preparation.
Accredited in Business Valuation and Certified in Financial Forensics by the American Institute of Certified Public Accountants,
Certified Valuation Analsyst by the National Association of Certified Valuation Analysts {NACVA\'S CVA/AVA designations are the only valuation credentials accredited by the National Commission for Certifying Agencies (NCCA).}More than ten years experience in divorce and litigation services.
HMS Financial Group
Herb Shapiro, President
Barbara Shapiro, Vice-President, CFP(R), CFS,CDFA, Registered Investment Advisor
333 Elm St., Dedham, MA 02026
Phone: (781) 251-2655
Fax: (781) 251-2656
Email: bshapiro@hms-financial.com
Website: www.bshapiro-cdfa.com
Barbara Shapiro is vice president of HMS Financial Group, a full-service investment and financial planning firm. Currently, she serves as Regional Director of Institute of Certified Divorce Financial Analysts (IDFA) and is treasurer of The Divorce Center.
As an experienced teacher, Barbara has written, developed and taught courses on financial planning and investments. She has also lectured to professional groups throughout the country on divorce financial
analysis, investing, long-term care insurance, and divorce planning. As a financial expert, Barbara has been a guest on New England Cable News' "Business Day" program, and Fox TV news, serving as an authority on women and finance. A well known, highly respected professional in the field, Barbara has been interviewed by USA Today, the Boston Herald, the Boston Globe, the Boston Business Journal, "That Money Show," Information Week, Investment News, "The Law Show," "CNN Lookout," "CNNfn.com," NPR's "The Connection," and WBZ News radio, as well as many others. She also served as a columnist for Physician's Money Digest, submitting editorials on different aspects of finance and planning and has co-authored an article on divorce that appeared in the July 2007 edition of Boston Magazine.
Barbara holds various degrees including Master of Education in Counseling (Boston
University),Master of Education in Moderate Special Needs with an additional Severe Special
Need Certification (Northeastern),and Master of Science in Finance (Suffolk
University).
With over 40 years experience in the securities industry, Herb has experienced all types of markets and most economic situations. Herb and Barbara work together in determining the best investments for their post divorce clients.
Securities and advisory services offered through Cadaret Grant, Member FINRA/SIPC, a Registered Investment Advisor.
Barbie Jetter, M.S., CPC, CMPS, CDPP, Regional Lending Manager
Bank of Canton
490 Turnpike Street, Canton, MA 02021
Cell: (508) 353-0744
Office: (781) 830-6279
Fax: (508) 297-1441
Email: bjetter@thebankofcanton.com
Website: ibankofcanton.com
Barbie Jetter is a Certified Mortgage and Divorce Planning Professional and a Licensed Senior Mortgage Advisor, specializing in working with clients who are either
considering or already in the process of a divorce and who have anxiety about how they will pay their obligations, divorce fees and continue to live
independently during and after their divorce plan.. Her expertise is in working with clients to prepare and qualify for the best mortgage program
available for separated or divorcing couples. She provides a mortgage financing analyses with recommendations and options for financing to fit the client's life now, their budget and goals for the future.
Jetter is a Certified Divorce Mortgage Planning Professional (CDPP), Certified Professional Coach (CPC), holds an MS degree in Counseling from Boston University. An experienced counselor,
she is able to listen to her clients and advise them on how to seek the best alternatives and solutions, while saving time and money. She has successfully completed the Management Development Program
in Residential Lending from Northeastern University, and has completed the Introduction to Mediation Skills Training Program through the Boston Law Collaborative. She is also an Allied Member of the Massachusetts Collaborative Law Council.
Donna Marsella, CDFA
Divorce Financial Strategies, LLC
43 Navasota Avenue, Worcester, MA 01602
Phone: (508) 688-0663
Fax: (508) 791-3183
Email: donnamarsella@aol.com
Donna Marsella is a Certified Divorce Financial Analyst (CDFA) specializing in financial issues relating
to divorce. Donna began her work in the field of Divorce Financial Planning after a full and rewarding career encompassing over
30 years in the investment management industry in a variety of roles, including that of investment specialist and portfolio manager.
Unlike mainstream investment advisory services, her analysis and recommendations currently focus on decisions and scenarios that will
likely be made within a legal context relative to divorce. She is committed to helping individuals and couples before, during and after
divorce as it relates to their financial reality. Providing a wide variety of services, she is available to organize and prepare an inventory
of assets and liabilities, identify property issues, analyze pension assets, evaluate settlement options, etc. She also assists in identifying
and creating realistic post-divorce financial plans for her clients.
Donna’s strengths allow her to deal with minute details encompassing complex and continually changing financial matters.
Her previous experience in designing financial strategies and her ability to work successfully across divisional boundaries as an investment
liaison on behalf of her clients, makes her sensitive to facilitating solutions where compromise and negotiating skills are critical.
Her personality, in conjunction with her creativity in problem solving, investment training and education, enables her to listen empathetically
to her clients' financial concerns and help them acquire the knowledge and skills to make informed, rather than emotional decisions in the financial
matters which relate to their life-changing process of divorce.
Donna is a member of the Institute for Divorce Financial Analysts and the Association of Divorce Financial Planners, is an Associate
Member of the Massachusetts Bar Association in the Family Law Division, a member of Senior Partners for Justice, and a member of various local community organizations.
Susan M. Miller, Principal, MA, CPA, CFP, CDFA
Aurora Financial Advisors, LLC
180 Linden Street Suite 8A., Wellesley, MA 02482
Phone: (781) 239-9996
Fax: (781) 239-1551
Email: smiller@aurorafa.com
Website: www.AuroraFA.com
Susan Miller is a Principal with Aurora Financial Advisors, LLC. She holds bachelors and masters degrees in Economics,
is a Certified Public Account (CPA), Certified Financial Planner (CFP), Certified Divorce Financial Analyst (CDFA),
and is a trained mediator. Susan has been providing investment advice, financial planning and tax strategies to individuals and small businesses for over 20 years.
She is a member of the Board of Directors of the International Academy of Collaborative Professionals and is the Treasurer of the Massachusetts Collaborative Law Council.
Susan works extensively with lawyers, mediators and clients to address financial issues that arise in the divorce process.
Susan provides a wide variety of financial planning assistance for individuals and couples involved in divorce. Typical issues addressed
include cash flow and budgeting analysis, tax-efficient child support and alimony payments, dependency exemption determination, division of
retirement and non-retirement assets - including marital home, education funding analysis future net worth projections of impact of proposed settlements on both spouses.
Additional complex tax issues may include stock compensation valuation and division, alimony recapture, and impact of Alternative Minimum Tax.
Aurora Financial Advisors, LLC (AFA) is an independent, fee-only Registered Investment Advisory Firm, specializing in creating individualized financial,
investment and tax strategies for individuals, including those contemplating life transitions such as divorce and retirement.
Andrea Stackland-Winterer, Advanced Financial Advisor, CFP, CLTC
Ameriprise Financial Services, Inc.
271 Waverley Oaks Road, Suite 200, Waltham, MA 02452
Phone: (617) 715-9887
Fax: (617) 715-9888
Email: andrea.m.stackland-winterer@ampf.com
Website: www.ameripriseadvisors.com/andrea.m.stackland-winterer
I offer comprehensive financial planning services throughout the divorce process while looking at issues such
as: retirement planning, budgeting, estate planning strategies and investments.
I am also able to help individuals and attorneys explore possible solutions.
I am licensed and registered to conduct business with U.S. residents only in the states of MA, CT, FL, ME, NH, NY, TN, VT, NV.
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