A Better Way To Divorce In Ohio

Collaborative Divorce

Terrie Austin, CFP® CDFA®

Terrie Austin.

Terrie Austin, CFP® CDFA®
Milestone Wealth Strategies, LLC & Divorce 20/20, LLC
620 East Broad Street – Suite J
Columbus OH 43215
Tel: 614-427-1222
Email:[email protected]
/[email protected]
Website: www.milestonewealthstrat.com
/www.divorce2020.net

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 disclosure 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 financial decisions and to begin the next phase of their lives with a solid understanding of their finances. I have almost 20 years of experience advising clients in pursuit of their financial goals.

Having been divorced myself and having counseled many clients through 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 yield more favorable outcomes for couples and families.

Over the past 18 years, I have educated and assisted 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
  • Lifestyle Analysis
  • Expertise in Executive Compensation
  • Determine economic income for support purposes
  • Compile current and future budgets

PROFESSIONAL LICENSES.

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

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

COLLABORATIVE PRACTICE GROUP MEMBERSHIP:
Central Ohio Academy of Collaborative Divorce Professionals (COACDP), 2019

COLLABORATIVE PRACTICE AND RELATED SKILLS TRAINING.

Year Training Type Instructor Hours
2019 Basic Interdisciplinary Training Collaborative Training Solutions (CTS) 13
2019 Fundamentals of Mediation Ohio Supreme Court 14
2019 Implicit Bias and Mediation Ohio Supreme Court 4