Terrie Austin, CFP® CDFA®

Terrie Austin

Terrie Austin, CFP® CDFA®
Milestone Wealth Strategies, LLC
9961 Brewster Lane – Suite 200
Powell OH 43065
Tel: 614-361-5559
Fax: 614-737-5764
Email: [email protected]
Website: www.milestonewealthstrat.com

INTRODUCTION/GENERAL COMMENTS/PERSONALS GOALS FOR INVOLVEMENT IN COLLABORATIVE FAMILY LAW CASES:

I believe the collaborative divorce process provides an environment for all parties to be as comfortable as possible, with open lines of communication and full cisclosure of information for the purpose of efficiently reaching agreements and terminating a marriage. Incorporating the financial neutral in the process is instrumental for the individuals to make informed financieal decisions and to begin the next phase of their lives with a solid understanding fo their finances. I have almost 20 years of experience advising clients to help achieve their financial goals.

Having been divorced myself and having counseled many clients thorugh the aftermath of their own divorces, I understand how challenging the process can be mentally, emotionally, and financially. I appreciate the collaborative divorce process and believe it has the potential to yeld more favorable outcomes for couples and families.

Over the past 18 years, I have educated anassisted clients in understanding their current and future financial condition. As a neutral financial professional, I provide an objective opinion that helps clients make informed financial decisions which allow the collaborative process to work more efficiently.

AREAS OF PRACTICE:

I provide services in the following areas:

  • Preparation of Marital Balance Sheet
  • Determine economic income for support purposes
  • Compile current and future budgets

PROFESSIONAL LICENSES:

  • Certified Financial PlannerTM (CFP®)
  • Certified Divorce Financial AnalystTM (CDFA®)

PROFESSIONAL EDUCATION:
California Western School of Law, J.D.
New York University, M.A.
Union Theological Seminary in the City of New York, M.Div.

UNDERGRADUATE EDUCATION:
Western Michigan University – B.S. – Finance with minor in Economics

COLLABORATIVE PRACTICE GROUP MEMBERSHIP:
Central Ohio Academy of Collaborative Divorce Professions, 2019

COLLABORATIVE PRACTICE AND RELATED SKILLS TRAINING:

YearTraining TypeInstructorHours
2019Basic Interdisciplinary TrainingCollaborative Training Solutions (CTS)13
2019Fundamentals of MediationOhio Supreme Court14