Financial Insights, LLC – Sandra Giudici MBA, CDFA
I’m Sandra Giudici MBA, CDFA®, ChSNC® and as a Life Financial Planner and Certified Divorce Financial Analyst® professional, I am dedicated to helping clients prepare for and lead financially secure lives, especially when facing life’s transitions. I’m committed to delivering excellence and exceeding your expectations.
Divorce is complex, with or without children, early or late in a marriage. As a solutions-oriented finance and consulting solopreneur, I help you simplify the process and turn complex divorce financial issues into actionable, informed decisions and strategies.
Modeling different prospective scenarios for your decision-making enables more informed projections and outcomes. My approach is to listen to you carefully, probe thoughtfully, model effectively, and deliver long-term customized strategies that enable strong financial footing after divorce. Every individual is unique and every divorce is unique. I help you achieve the outcome everyone wants—equitably dividing assets and reducing the uncertainty of your financial future.
My goal is to lower your anxiety and concerns about divorce finances so you can gain clarity and make sound decisions. Although I’m a numbers person, logical, practical and focused on results, I’m empathetic to the emotions that run tsunami-like during divorce. Listening, understanding, patience, and compassion are hallmarks of my approach. But my fiduciary responsibility is your financial well being. Through my approach, I strive to help you navigate through the emotional distractions so that you may approach your divorce efficiently, effectively, and productively, enabling you to preserve your family wealth and achieve a positive financial outcome.
One of my specialties is navigating divorce with a special needs child. I earned the Chartered Special Needs Consultant® designation through the American College of Financial Services. As a mom of a special needs child, I can empathize with your concerns and financial planning needs. I’ve helped several clients and family law attorneys navigate special needs planning for minor and adult children in divorce circumstances.
Cupertino, CA and Ann Arbor, MI
Meeting with clients virtually, nationwide