Michelle Buonincontri, CFP®, CDFA™
Michelle has over 20 years in Financial Services and is a contributor to Investopedia. She is a CERTIFIED FINANCIAL PLANNER™ (CFP) specializing in the issues of divorce as a Certified Divorce Financial Analyst™ (CDFA) and has training as a mediator, as part of a Collaborative Divorce team, as well as a life coach. Her own divorce experience has led her to seek these additional trainings and shift the focus of her Life’s work from traditional Investment Management/Retirement & Tax planning to that of supporting other families going through this transition
Acting as a Financial Neutral, Michelle helps individuals or couples who are working out their divorce amicably to know that they will be “OK” financially afterwards. She partners with clients or with their Attorney or Mediator or part of a Collaborative Divorce team to provide data and reports that allows them to evaluate the consequences of various financial splits; get a clearer picture of finances “pre” and “post” divorce, and better understand the projected short and long-term impacts of their decisions 5, 10, 20+ years into the future. This in turn leads to peace of mind, a shorter less costly process and a more equitable financial settlement so that clients may be left as whole and complete as possible in a difficult situation.
Divorce can be one of the most devastating events in your life, leaving you shaken and uncertain of what steps to take next, but it can also be an opportunity for discovery and growth. Michelle believes you can shift your perspective, move forward, and declare a new possibility of what your life can look like.
The ultimate goal of all that she does is to help prepare you for a post-divorce life –whether that’s developing creative solutions with available income, exploring career readiness and professional skills, connecting you with new professionals and advisors or providing information to help you make sense of retirement benefits. You may now be single, but you do not have to do it alone!
MichelleBuonincontri, CFP®, CDFA™ Collaboratively trained
Samuel T. Crump, Esq.
Sam Crump has nearly thirty years of experience as an attorney, elected official and entrepreneur. He is presently practicing with the Anthem Law Firm in Phoenix, Arizona, where he focuses on business and estate planning matters. After graduating from the University of San Francisco, he earned his JD at Santa Clara University School of Law.
Sam has served as an Army prosecutor in Germany, practiced government and education law, and for several years was Legislative Counsel to the California Judges Association. Sam served as Mayor of Sebastopol, California and was elected twice to the Arizona House of Representatives.
In a prior life he was a financial adviser and held Series 7 and 66 licenses. Sam has a podcast called BullhornLeadership.com and is completing a book by the same title.
Sam Crump, Esq.
Kathi Felton, Esq.
Kathi began her legal career as a Judge Advocate General in the US Marine Corps, after graduating from The University of Pittsburgh School of Law, and gaining admission to the bar in Pennsylvania. She subsequently worked as a law clerk for an administrative law judge with the US Department of Justice in San Diego. After relocating to the Chicago area, Kathi was admitted to the Illinois bar, but chose to stay home to raise four children and serve as a volunteer in the community.
After moving to Phoenix in 2004, Kathi worked as a substitute teacher in a local school district. She then began studying for the Arizona bar exam and worked for the State of Arizona as a family court attorney/mediator. She successfully gained admission to the Arizona bar in 2008, and founded the firm in early 2010 as a sole practitioner. Kathi has also served as a volunteer in her church and scouting organizations in the north Phoenix area. She enjoys sports, movies, theater, and spending time with her family and animal menagerie at home.
Kathi Felton is equipped to handle family matters.
Kathi Felton, Esq.
Susan Bulfinch is a mediator, divorce coach and trainer in private practice focusing on family and divorce issues and workplace disputes. Self-described as a recovering attorney, Susan uses her experience with high conflict couples to help clients navigate through the divorce process with the least amount of stress. Her services include personal coaching, mediation, training, consulting and facilitation. Susan was a presenter on The Language of Money: Helping Parties Negotiate Money Matters at the annual conference for the Association for Conflict Resolution.
Susan currently serves as co-chair of the Program committee of the Maricopa County Association of Family Mediators (MCAFM). She is a past president of the Arizona Association for Conflict Resolution, MCAFM, and the Metropolitan chapter of Business and Professional Women (BPW). She mediates for the United States Postal Service REDRESS Program, the Maricopa County Justice Courts and serves on the Employment Mediation Panel for the American Arbitration Association. Susan has taught at UC Irvine and Cal Lutheran University. Some of her courses are: Beyond Reason: Understanding Emotions in Dispute Resolution; Family Mediation; and Divorce Mediation.
Prior to moving to Arizona in 2006, Susan had a private mediation practice in Westlake Village where she served as a board member of the Coalition for Collaborative Divorce and the California Dispute Resolution Council. She is a past president of the southern California Mediation Association and former Chair of the ADR section of the Beverly Hills Bar Association.
Divorce Coach and Mediator
Heidi Brouelette, M.A, LPC. NCC.
Heidi Brouelette is a Licensed Professional Counselor (LPC) in the state of Arizona. I have earned a Master of Arts (MA) in Counseling from Northern Arizona University and a Bachelor of Science (BS) degree in Pre-Art therapy from Indiana Wesleyan University, and is Certified Grief Recovery Specialist and have Specialized training in Relational Trauma through the Post Induction Therapy Model and the Trauma Resiliency Institute.
She is also a Nationally Credentialed (NCC) therapist with the National Board of Certified Counselors. I currently hold professional memberships with the Arizona Emotionally Focused Therapy Community (AzEFT) and International Center for Excellence in Emotionally Focused Therapy (ICEEFT).
WHY I HELP OTHERS GROW & CHANGE
In short, the person I am today is not the same person I was 18 years ago. Sure, I am still Heidi, but how I view myself and my life is very different. In perusing my career I have come to learn more about myself and experience more healing than I ever anticipated.
It is a proven fact that as human beings we make initial judgements & inferences about those we interact with. In my life, I have experienced a lot of this. No one would guess that I have had a very unique growing up experience, having had parents that were hippies, we traveled the Pacific North West and surrounding states for much of my childhood, living as a family in a tent, TP, numerous houses and two trailers along the way created a very diverse growing up experience. I attended 6 different high schools and a plethora of primary schools. Through my life span, I have learned how to heal from the effects of low esteem, tragic losses, grief, substance abuse, anxiety, depression and trauma. Learning to laugh, smile, and love who I am, has and is a journey that continues still today. Seeing and experiencing my own life transform has encouraged and propelled me to come along side thoses who are hurting and support them in finding hope, healing. It is my belief, we all have the ability to change and grow. What hinders you today, does not have to impact you forever. It is my goal to equip you with awareness and understanding, which in turn will foster the growth you desire for yourself, family or relationships.
Beyond my interest & pursuits professionally, I enjoy spending time with my family; traveling, hiking, kayaking and exploring the numerous piney mountains and lakes here in Arizona, Oregon and all inbetween.
Heidi Brouelette M.A. LPC. NCC.
Discovery & Wellness Counseling, PLLC
Offices in Scottsdale & North Phoenix
Allan Small joined Accuplan Benefit Services with seventeen years of experience in the financial services industry. He graduated from the University of Michigan, and has received comprehensive education in financial planning services. His professional background and approach have allowed Allan the opportunity to work with families as well as financial professionals who specialize in wealth management, investment, tax, income, and estate planning.
Allan's real passion is developing strategies and case designs that are tailored to an individual or family’s financial goals, and, most importantly, to establish financial peace of mind. He focuses on education, compliance, best in class service and comprehensive solutions for families going through a divorce that need income protection to mitigate the impact on a family receiving Child Support or Spousal support in case of death of the disability of the payor.
Allan stresses the importance of people in his profession having a thorough knowledge of life insurance, annuities, and asset based long term care solutions. A career in financial planning industry requires diverse knowledge and development of relationships with a myriad of experts in a variety of professions. Allan’s commitment to comprehensive planning is evident in his active membership of the Financial Planning Association of Phoenix. He volunteers his time to the membership committee, keeping current members involved in their local chapter while bringing new members to the organization. Allan is also an active participant in the Young Financiers of Phoenix a social group for young investors and planners who have recently joined the financial services community.
Allan currently lives in North Phoenix. In his spare time, he enjoys hiking and exploring the outdoors. He is also an avid sports fan who enjoys NBA/NFL playoff games, above all though are U of M football games. Go Blue!
Life, Accident, Health Insurance & Small business wealth solutions
Sheri Jones, Realtor, RE/MAX Platinum Living
Having gone through a divorce after 22 years of marriage, Sheri understands the emotional and financial stress that can be created for individuals as well as children in a divorce situation. A house can represent years of emotions and memories that are difficult to part with.
Sheri is currently affiliated with RE/MAX Platinum Living and first obtained her real estate license in 1989 while attending Arizona State University. She has experience in both Commercial and Residential Real Estate transactions which includes short sales and foreclosures.
Sheri was also a facilitator for the Anthem Divorce Care groups, a 13 week Christian based support and education group for Adults and Children.
Sheri lives in North Phoenix where she and her 3 boys enjoy anything outdoors, especially hiking.
Sherri Jones, Realtor
The Second Saturday of each month
See Workshop Dates
Registration and Welcome:
8:45 a.m. — 9:00 a.m.
9:00 a.m. to 12:15 p.m.
$40.00 at the door
$30 (non-refundable -- advance online registration)
Payment Method: Cash, Credit Card or check accepted