Gina M. Phillips, CDFA®

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Description

NEW YORK: Erie County, Niagara County

Navigating a divorce is often overwhelming, especially when it comes to managing your finances. I've been there myself, facing the uncertainties during my own divorce amidst the Financial Crisis of 2008. At the time I was a stay-at-home mother to a young child and lived in my newly  constructed home.  My own marital transition took over three years to complete. I knew there had to be a better, more efficient way to get a divorce. In 2017, I became a Certified Divorce Financial Analyst (CDFA®) and founded WNY Divorce Financial Advisors, LLC.  Today, I utilize my accounting degree and over 30 years of  experience in accounting related fields to help my clients understand their day-to-day cash flow. I draw upon my  financial knowledge along with my personal experiences to educate my clients. I tailor my services to suit each client's unique situation, ensuring they feel empowered and informed throughout the process

I act as a personal liaison between the client and their attorneys and/or divorce mediators, breaking down the often overwhelming process into easily understandable steps. I work with  couples and individuals.  My goal is to equip my clients with the knowledge and tools they need to confidently navigate their financial futures post-divorce. Contact me today at 716-633-1605 for a free 15-minute confidential introductory phone call.

List of Services:

Financial Understanding and Planning Services:

  • Financial Education
  • Budget Preparation
  • Cash Flow Analysis
  • Net Worth Statements and Projections

Asset Disclosure Statement (Financial Affidavit) Preparation

  • Pension/401K Valuation
  • Settlement and Post-Divorce Financial Planning:
  • Settlement Analysis
  • Post Divorce Cash Flow/Budgeting
  • Reviewing and Analyzing Corporate Benefits and Retirement Plans

More about me and my services

Educational Videos

Contact Info

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Gina Phillips

Posted 4 months ago

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Business Hours
Closed Now

  • Monday
    08:30 am - 05:00 pm
  • Tuesday
    08:30 am - 05:00 pm
  • Wednesday
    08:30 am - 05:00 pm
  • Thursday
    08:30 am - 05:00 pm
  • Friday
    08:30 am - 05:00 pm
  • Saturday Closed
  • Sunday Closed

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