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Mary Beth Moran, CPA, CDFA, RIA
One Tiffany Pointe, Suite 300
Bloomingdale,
Illinois
60108
Phone: 630-582-2345
Fax: 630-582-2585
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As a Certified Divorce Financial Analyst and a Certified Public Accountant, I assist my clients and their advocates in reaching equitable settlements. Divorce may be one of the most challenging and overwhelming periods in your life. The decisions you make in this process will have financial implications for you and your children for many years to come.
I make sure you have the information you need to make the decisions that are right for you and help you understand the short-term and long-term ramifications of your choices. I stress a team approach with divorcing clients and their advocates focusing on the financial burdens of divorce and apply strong listening skills and creativity to assist the team in designing options that are workable for everyone. Often in divorce, the client feels lost, overwhelmed or frustrated with the settlement process. I will work with you to regain control, set realistic expectations and formulate a plan for moving forward with your financial life.
Call me today for a free half hour consultation to see how I can help you at 630-582-2345.
About Mary Beth Moran, CPA, Certified Divorce Financial Analyst
Mary Beth Moran has worked for over 15 years helping individuals and small business owners manage their finances. She received her undergraduate degree from Marquette University with a BS in Accounting. Over the course of her career she has obtained her C.P.A. designation from the State of Illinois, her Certified Divorce Financial Analyst designation, is a Registered Investment Advisor with Linsco Private Ledger and a licensed insurance agent.
"When people are involved in a divorce, it isn’t always easy to separate emotion from financial issues. Training and experience provides me with the insight to help families plan for decisions that will affect them financially, both now and in the long term."
"My experience has allowed me to develop excellent listening skills and an ability to solve problems with creativity and finesse. I am often able to demonstrate options with the use of sophisticated software that details reports in a way that is clear to all involved."
I invite you to contact me with your questions. I am always happy to work with clients and their advocates at any stage of the process. I can be reached at 630-582-2345 or mmoran@kirkby.com.
Mary Beth Moran, CPA, CDFA is a registered representative with Linsco Private Ledger, Member NASD/SIPC
Please email us or visit our website for additional information.
