Lisa Schneider

Mailing: P.O.Box 2473, Danville Ca 94526
Danville, California 94506
United States
Office Phone: 415-287-7807
Member since 2004
Membership Type: IACP

Profession(s)

Financial Professional

Planning for the future is an essential part of every divorce settlement. The divorce will soon be your past but the decisions made during the process will have a significant impact on the future of you and your family. Divorce financial planning is about the future. Having specialized in the area of Divorce since 2000 I am skilled at looking at the years following the divorce to see how both parties may expect to fare. I can show you the potential consequences of proposed financial settlements before a commitment is made. After all, once divorce settlements are signed they are difficult to change. Please take a look at my website for more information. www.divorceplanningservices.com

Area(s) of Practice: Financial I have meeting offices in San Francisco, San Mateo and Lafayette California. My practice is exclusively devoted to Divorce. I offer individual consultations, mediation services and Collaborative services. I have been working in the area of divorce since 2000.
License(s): Certified Financial Planner (tm) ~Certified Divorce Financial Analyst ~Registered Financial Planner ~Registered Investment Advisor ~Insurance Licensed in the state of California ~Series 7 ~Series 63 ~Series 65 ~Series 6

Professional Activities

IACP Active member Collaborative Practice East Bay Collaborative Practice San Mateo County Collaborative Practice San Francisco Trainer for beginning and advanced Collaborative practitioners

Undergraduate Education

BA University of California, Santa Barbara 1984

Postgraduate Education

Certified Financial Planner, 2002
<br>Certified Divorce Financial Analyst, 1999

Comments

Believing strongly in the Collaborative model and my desire to educate and empower people with information, I train new and experienced lawyers, mental health professionals and financial professionals on various Financial Planning and Divorce related subjects. I continue to be actively involved in Collaborative organizations including the IACP and several local practice groups hoping to contribute to the growth and greater understanding of this process both among colleagues and the communities I serve.