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 Debbie Hartzman CFP.CLU.CDFA.TEP 1180 Clyde Court Kingston, On 1-613-634-1323 Debbie@DivorceSolution.net |
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Debbie Hartzman CFP.CLU.CDFA
Certified Divorce Financial Analyst
As a passionate, caring individual, Debbie has developed a process to help people come to fair and equitable solutions when faced with the stress of dealing with a marital breakdown.
Debbie joined Professional Investments in 1996. For the past ten years as a Certified Financial Planner, she has helped many families establish and reach their financial goals. During this period she realized the need for information when clients where going through a period of transition, particularly divorce. Teaming up with the Institute for Divorce Financial Analysts in the US, she helped write and develop the course to teach other financial planners how to understand the issues surrounding Divorce and Separation. For the past four years she has trained many Certified Financial Planners to become Certified Divorce Financial Analysts. She has re-written the Canadian Training Manual and helped develop Divorce Pro, specialized software used in the planning process.
She is presently doing a Webnar for the Ontario Association of Family Mediation and will be presenting at the National Conference.
Several articles have been published in the Lawyers Weekly Journal and for CCH Canada. Her practice has been written about in Canadian Living Magazine, Toronto Star and the Financial Post. She has an active financial planning practice specializing in helping people through every type of life transition.
Her work in the field of divorce/separation has moved her to developing a unique process when helping people through this type of transition. The documentation and presentation of projections has taken years to develop.
As a Certified Financial Planner, Debbie is able to continue to work with her clients once the divorce/separation process is complete, please visit www.debbiehartzman.com to see the benefits of a Written Financial Plan.
Debbie has lived and worked in the Kingston area for 28 years with her husband Michael. They have raised two children who now reside in Toronto.
Her work with the Heart and Stroke foundation, Brain Cancer Research Foundation, H'art Studio's, has helped her form a compassion for people moving through life transitions.
Debbie Hartzman will lead a couple through the organization and documentation of their financial circumstances. Where necessary, Debbie will arrange for professional appraisals of significant assets such as the matrimonial home or other real estate, pensions, and business interests.
Accurate and complete financial disclosure is an essential prerequisite to the negotiation of a binding agreement.
At the same time, Debbie will have the opportunity to give financial advice and make suggestions which will assist the couple to make achievable and fair financial arrangements for their lives following separation.
Debbie will help the couple to organize their financial information so that going into the mediation of their issues, it will be clear that full financial disclosure has been made.
