DivorceNet

Oak Tree Advisory Services, Inc. Email Us 701 Palomar Airport Road, Suite 300 Carlsbad, California 92009 Phone: 760-439-5616 Fax: 866-690-9969

About Oak Tree Advisory Services

Oak Tree Advisory Services, Inc. is a financial planning and divorce support firm created to help people through the complexities of their financial world. When divorce becomes the option, the complexities of your financial situation can be compounded by the emotional impact of shattered dreams.

When we assist clients approaching divorce, our aim is to blend the skills of the financial professional with those of trained mediators and practitioners of Neuro-Linguistic Programming. This blend works to bring our clients to a more resourceful state of mind and can increase their ability to navigate the path that is ahead. The Oak Tree advisors can help people find their core issues around money and relationships, resolve them, and move on to a prosperous future.
 
Our mission is to help clients see what is possible in their life and then to help create that compelling future that draws them forward through the immediate discomfort to a place of potential prosperity. Our ongoing mission is to keep our clients focused, adding that level of flexibility which allows them to tackle bumps that may occur along the way to the settlement.

Our commitment to you, as our client, is that:

• You will be treated with courtesy and respect.
• We will handle your divorce issues in a competent and diligent manner, in harmony with high professional standards.
• As mediators, we will provide you with unbiased independent professional support.
• As Certified Divorce Financial Analysts (CDFAs), we will provide you with financial materials that are aimed at supporting you in your chosen path for divorce.
• We will charge reasonable fees and explain in advance how fees are computed and billed.
• Your telephone calls will be returned promptly.
• We will work to keep you informed of progress and provide appropriate information about the process.
• We pledge to respect your decisions on what you want to achieve within the boundaries that are permitted by law and applicable rules of professional conduct.
• We pledge to preserve your confidences during mediation or other alternative dispute resolution format in accordance with current law, as well as your privileged communications with counsel.
• We pledge to work with all participants that you employ and to make the process as accessible and responsive as possible.
• We pledge to demonstrate the highest degree of ethical conduct in accordance with the professional rules of conduct for mediators and CDFAs.

Armand D’Alo is one of the founding partners of Oak Tree Advisory Services, Inc. He is a Certified Financial Planner (CFP®) and a Certified Divorce Financial Analyst (CDFA™). He holds a degree in finance and family counseling from Brigham Young University, and has studied mediation at Pepperdine University and with the National Conflict Resolution Center.

Robbin D’Alo is one of the founding partners of Oak Tree Advisory Services. She is a Certified Legal Assistant (CLA) and a Certified Divorce Financial Analyst (CDFA™).  She holds a degree in business from the University of Phoenix. Robbin has also studied mediation at Pepperdine University and with the National Conflict Resolution Center.

As financial professionals and CDFAs, Armand and Robbin work with your attorney to craft a financial settlement that blends short-term needs with long-term goals. They offer insight into the pros and cons of different settlement proposals. They work to help you avoid common financial pitfalls and mistakes of divorce. This work is summarized in reports and graphs that tell you the story of what is about to happen, including a personalized view of cash flow and net worth.

The result is that you can reach peace of mind. It is true that your marriage may be over, but the rest of your life is still ahead of you. We can help you increase you chances of reaching a settlement that addresses your long-term financial needs and a more secure financial future.

Please email us or visit our website for additional information.

Articles by Oak Tree Advisory Services, Inc.:

• How Can a Certified Divorce Financial Analyst Help Me?