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Although we have employees who are trained ininvestment management, we are NOT financial advisors.We have the knowledge to assist clients in findinginvestment management services to meet their needs, butwe do not offer investment advice. Many Divorce Analystsuse the certification as a gateway into gaining clientassets. That is not our goal or our business model. It is important to us that we do not EVER have conflicts ofinterest (as are all too common in the financial industry);because of this, we do not take referral fees or third-partypayments. Our sole commitment is service to our clients’best financial futures.ALLISON TERRILLCO-FOUNDER & CMOwww.phoenixfa.comallison@phoenixfa.com910-776-5598We are a team of passionate people who have founda need for financial advocacy, empowerment, anddivorce support. To solve that need, we collaboratedclosely with attorneys in developing our serviceofferings.Through our concierge approach, we can "hand hold"clients in order to gather the necessary financialrecords and details attorneys require to streamlinethe legal process.With Phoenix Financial Advocates in your corner,much of the heavy lifting can be passed to us. Weare focused on creating a very personal experiencefor each and every client, educating and empoweringthem to move forward with confidence.PHOENIXF I N A N C I A LA D V O C A T E SWho we are.How are we different?
WHAT WE CAN DO FORYOUR CLIENTSWith the guidance of our Certified DivorceFinancial Analysts® we can help withmany pieces of the puzzle: Document Preparation Cash Flow ProjectionsFinancial Neutral in CollaborativeDivorceMediation ServicesCreative Approach to BusinessValuations, making this tool moreaccessible to your clients. Cost SavingsDivision of Retirement AssetsForensic AccountingLocate Forgotten InvestmentsSettlement Analysis with Settlyd©Asset Movement Assistance PostSettlementServe as Financial Expert WitnessHOW WE CA N H ELP YO UAND YO UR PRA CTI CEWE 'RE E AG ER TOPA RTNER W ITH Y OU!TimeWe give your team more time back tokeep your business moving, allowing youto focus on the aspects of your job youenjoy the most.We work closely with your team tostreamline the process and providehands-on assistance for your clients toensure your practice continues tooperate efficiently.AnalysisWe can take financial and settlementanalysis off of your hands. It's ourspecialty, and it never has to slow youdown again.Client SupportWe are able to serve as a “FirstResponder” for your clients and theirfinancial questions. We can help keepthem on track when collaborating withyour team. We can identify red flags thatmay hinder your clients’ financialindependence, and strategize toempower, educate, and advocate fortheir financial futures.EXP ERI ENCEEFF ICI ENCY WITH USPHOENIXF I N A N C I A LA D V O C A T E S
WHAT WE CAN DO FORYOUR CLIENTSWith the guidance of our Certified DivorceFinancial Analysts® we can help withmany pieces of the puzzle: Document Preparation Cash Flow ProjectionsFinancial Neutral in CollaborativeDivorceMediation ServicesCreative Approach to BusinessValuations, making this tool moreaccessible to your clients. Cost SavingsDivision of Retirement AssetsForensic AccountingLocate Forgotten InvestmentsSettlement Analysis with Settlyd©Asset Movement Assistance PostSettlementServe as Financial Expert WitnessHOW WE CA N H ELP YO UAND YO UR PRA CTI CEWE 'RE E AG ER TOPA RTNER W ITH Y OU!TimeWe give your team more time back tokeep your business moving, allowing youto focus on the aspects of your job youenjoy the most.We work closely with your team tostreamline the process and providehands-on assistance for your clients toensure your practice continues tooperate efficiently.AnalysisWe can take financial and settlementanalysis off of your hands. It's ourspecialty, and it never has to slow youdown again.Client SupportWe are able to serve as a “FirstResponder” for your clients and theirfinancial questions. We can help keepthem on track when collaborating withyour team. We can identify red flags thatmay hinder your clients’ financialindependence, and strategize toempower, educate, and advocate fortheir financial futures.EXP ERI ENCEEFF ICI ENCY WITH USPHOENIXF I N A N C I A LA D V O C A T E S
WHAT WE CAN DO FORYOUR CLIENTSWith the guidance of our Certified DivorceFinancial Analysts® we can help withmany pieces of the puzzle: Document Preparation Cash Flow ProjectionsFinancial Neutral in CollaborativeDivorceMediation ServicesCreative Approach to BusinessValuations, making this tool moreaccessible to your clients. Cost SavingsDivision of Retirement AssetsForensic AccountingLocate Forgotten InvestmentsSettlement Analysis with Settlyd©Asset Movement Assistance PostSettlementServe as Financial Expert WitnessHOW WE CA N H ELP YO UAND YO UR PRA CTI CEWE 'RE E AG ER TOPA RTNER W ITH Y OU!TimeWe give your team more time back tokeep your business moving, allowing youto focus on the aspects of your job youenjoy the most.We work closely with your team tostreamline the process and providehands-on assistance for your clients toensure your practice continues tooperate efficiently.AnalysisWe can take financial and settlementanalysis off of your hands. It's ourspecialty, and it never has to slow youdown again.Client SupportWe are able to serve as a “FirstResponder” for your clients and theirfinancial questions. We can help keepthem on track when collaborating withyour team. We can identify red flags thatmay hinder your clients’ financialindependence, and strategize toempower, educate, and advocate fortheir financial futures.EXP ERI ENCEEFF ICI ENCY WITH USPHOENIXF I N A N C I A LA D V O C A T E S
Although we have employees who are trained ininvestment management, we are NOT financial advisors.We have the knowledge to assist clients in findinginvestment management services to meet their needs, butwe do not offer investment advice. Many Divorce Analystsuse the certification as a gateway into gaining clientassets. That is not our goal or our business model. It is important to us that we do not EVER have conflicts ofinterest (as are all too common in the financial industry);because of this, we do not take referral fees or third-partypayments. Our sole commitment is service to our clients’best financial futures.ALLISON TERRILLCO-FOUNDER & CMOwww.phoenixfa.comallison@phoenixfa.com910-776-5598We are a team of passionate people who have founda need for financial advocacy, empowerment, anddivorce support. To solve that need, we collaboratedclosely with attorneys in developing our serviceofferings.Through our concierge approach, we can "hand hold"clients in order to gather the necessary financialrecords and details attorneys require to streamlinethe legal process.With Phoenix Financial Advocates in your corner,much of the heavy lifting can be passed to us. Weare focused on creating a very personal experiencefor each and every client, educating and empoweringthem to move forward with confidence.PHOENIXF I N A N C I A LA D V O C A T E SWho we are.How are we different?
Although we have employees who are trained ininvestment management, we are NOT financial advisors.We have the knowledge to assist clients in findinginvestment management services to meet their needs, butwe do not offer investment advice. Many Divorce Analystsuse the certification as a gateway into gaining clientassets. That is not our goal or our business model. It is important to us that we do not EVER have conflicts ofinterest (as are all too common in the financial industry);because of this, we do not take referral fees or third-partypayments. Our sole commitment is service to our clients’best financial futures.ALLISON TERRILLCO-FOUNDER & CMOwww.phoenixfa.comallison@phoenixfa.com910-776-5598We are a team of passionate people who have founda need for financial advocacy, empowerment, anddivorce support. To solve that need, we collaboratedclosely with attorneys in developing our serviceofferings.Through our concierge approach, we can "hand hold"clients in order to gather the necessary financialrecords and details attorneys require to streamlinethe legal process.With Phoenix Financial Advocates in your corner,much of the heavy lifting can be passed to us. Weare focused on creating a very personal experiencefor each and every client, educating and empoweringthem to move forward with confidence.PHOENIXF I N A N C I A LA D V O C A T E SWho we are.How are we different?