Call 972.473.4700

Contact us today to start securing your future.

Our office hours are from 8:00am to 6:00pm. After hours appointments are available upon special request. To schedule an appointment, please call (972) 473-4700 or fill out the request form below.

For individuals seeking CDFA assistance, Cathy works with clients with a minimum of $500,000 in assets, not including their home value.

CDFA Financial-Neutral Divorce Services

We invite you to schedule an appointment to discuss your specific situation in detail. Cathy’s initial consultation is $200, which will be applied towards your account if you choose to move forward with Cathy as your personal CDFA.

Retirement Income Planning Services

Schedule a complimentary appointment to find out how you can use your divorce settlement to help generate income, build wealth, and fund a stable retirement future. Cathy can also assist you in developing a solid plan to help pass your wealth on to future generations or favorite charities.

Please fill out the following form to request an appointment.

We will email to confirm your appointment within two business days. For immediate assistance, please call (972) 473-4700.

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