Since 1989, Perry has provided expert financial advice to clients by helping them make wise choices that will positively impact their long-term financial futures. For individuals going through a highly emotional period in their lives, having a trusted financial professional looking out for their best interests is critical. As a CDFA™, Perry has the specialized skills and knowledge to help clients understand the financial impact of dividing property, retirement, and investment assets, as well as ways to structure spousal maintenance and/or child support. Perry’s ability to deliver solid financial information for clients and their attorneys provides the tools necessary to reach a lasting settlement. However, should a case proceed to trial, Perry is able to testify as an expert witness on behalf of his client. As a Rule 114 Qualified Neutral, Perry provides both Mediation and Financial Early Neutral Evaluation services.
Designations
Certified Financial Planner® (1993)
Certified Divorce Financial Analysts (2010)
Rule 114 Qualified Neutral (2012)
Financial Early Neutral Evaluation Training (2013)
Perry@LongRangeDFA.com
As a Divorce Financial Analyst, Shelly walks with clients through the challenging and difficult time of divorce, helping to find creative and lasting solutions. Compassionate, detailed, and attentive, Shelly sees clients through to a place where they can face their financial future with confidence and security.