Catharine Fairley

Maryland Collaborative Practice Council

3 College Ave #1
Frederick, Maryland 21701
United States
Office Phone: 301-378-0176
Member since 2009
Membership Type: IACP

Profession(s)

Financial Professional

As a CPA (I specialize in individual tax planning and preparation) and a CFP practitioner, I can provide specific, independent tax and financial planning advice to a couple that is navigating through a divorce as part of a collaborative team.

Area(s) of Practice: Financial Tax
License(s): CFP ~CPA ~CDFA

Professional Activities

Tax and financial planning practitioner ~Collaborative Council of Western MD member ~Former member of Rotary Club of Carroll Creek (17 years and two term Board member) ~Former Board member of the Community Foundation of Frederick County (as well as a founding member of their Professional Advisor Council; audit committee chair; investment and P&C committees) ~Board member Frederick Mutual Insurance Company (audit committee chair; member of investment and P&C committees) ~Member of the American Institute of CPA's ~Member of the Maryland Association of CPA's ~Member of the Financial Planning Association and its Capital Area Chapter ~Member of Association of Divorce Financial Planners ~Member of Institute for Divorce Financial Analysts ~Treasurer and board member of Community Living Inc. (Frederick, MD)

Undergraduate Education

Bachelor of Commerce, Accounting, Saint Mary's University, Halifax, Nova Scotia

Postgraduate Education

Ambassadorial Rotary Scholar, Accounting, Southampton University, Southampton, England

Professional Education

Certified Public Accountant
Certified Financial Planner
Certified Divorce Finance Analyst

Comments

I currently practice as a financial neutral primarily in Frederick County. I am a member of the Association of Collaborative Professionals, Frederick County. As an active tax preparer and financial planning professional (fee-only), I can assist collaborative participants with tax preparation and planning, as well as financial planning issues that need to be resolved as part of the collaborative process.