CFP® Practitioner, MBA, CDFA™
Jessie’s professional passion is working with women, business owners, and families to help them navigate life’s complex journey, particularly transitions. While we are all in the midst of one transition or another, Jessie specializes in retirement, career changes, divorce and widowhood. With over 30 years of business experience and clear dedication to the whole person, Jessie has mastered not only the complex matters of finance, but a profound centered presence that clients deeply appreciate and value in potentially challenging situations. She believes that well-informed and cared for clients are empowered to make and implement important decisions relative to their life pursuits.
As a Certified Divorce Financial Analyst™, Jessie illuminates the financial difficulties surrounding divorce for clients, mediators and attorneys. These services entail a broad spectrum from a comprehensive analysis of the short and long-term impacts of proposed settlements, to an evaluation of the tax implications of property division, to spousal and child support, to all of the important retirement and investment decisions that may impact clients and their families well beyond divorce.
Jessie is an advocate of learning and honors that value by presenting educational seminars on Retirement Planning, Financial Issues in Divorce, Financial Planning for Women, Charitable and Estate Planning. Jessie holds a M.B.A from Simmons College School of Management and a Financial Planning Certification from Boston University. She is a trained Mediator and Collaborative Law Financial Neutral.
Though an expert in divorce matters, Jessie is happily married with three grown children. She’s a closet garden junkie, a connoisseur of dark chocolate, raw oysters and fine wine. When she is not secretly restructuring the landscape of friends and family, she is likely to be out in nature, hiking, skiing, or kayaking the Cape waterways.