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Susan A. Moussi, CPA,CFP,CDFA

Susan MoussiI am highly committed to working with the clients and the other professional team members in the Collaborative Law process because I believe this process better serves the family unit. The Collaborative approach works because family goals are respected, because both parties are informed of the facts, and because both parties are working towards finding possible solutions regarding their respective financial futures. But it doesn't end there. All the members of the professional team are committed to finding solutions that meet the needs of the family.


AREAS OF PRACTICE
:
Divorce Financial Advisor
Individual & Small Business Tax Advisor

PROFESSIONAL LICENSES:
Certified Public Accountant
Certified Financial Planner
Certified Divorce Financial Analyst
Certified Valuation Analyst

PROFESSIONAL EDUCATION: UNDERGRADUATE EDUCATION:
The Ohio State University, B.S.B.A, Accounting

COLLABORATIVE PRACTICE GROUP MEMBERSHIP:
Central Ohio Academy of Collaborative Divorce Professionals, Inc.
International Academy of Collaborative Professionals

PROFESSIONAL EXPERIENCE/ACTIVITIES:
Tax preparation and consulting for individuals and small businesses
Divorce financial consulting
Financial neutral professional in Collaborative divorce

PERSONAL INTERESTS/ACTIVITIES:
Tennis, cooking, and gardening.

COLLABORATIVE PRACTICE AND RELATED SKILLS TRAINING
2004 Basic Collaborative Training John McElwee 12

2006 Divorce Mediation Training Conflict Management Services 40

2006 Basic Mediation Training Conflict Management Services 12

2007 Collaborative Divorce Interdisciplinary

Advanced Training Alexander, Bordett, & Schechtman 16

2010 Advanced Collaborative Training

Take It To The Next Level Pauline Tesler 12

2012 Advanced Collaborative Training

Difficult Conversations Collaborative Practice Training Inst. 12

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