07/03/2026
Last week I opened my doors to celebrate some meaningful milestones: five years in my home office, my 50th birthday, and earning my Certified Divorce Financial Analyst (CDFA) designation.
What I expected to be a casual two-hour drop-in open house turned into a three-hour gathering because no one wanted to leave.
Fifteen colleagues, referral partners, clients and friends filled my home with conversation, laughter, and new connections. Around the room were financial advisors, attorneys, coaches, a Realtor, a CPA, and a bookkeeperâall people who support clients through lifeâs transitions in different ways.
Instead of listing job titles on our name tags, I invited everyone to write how they support people through change. Some of my favorite answers were âGood listeningâ and âFierce advice.â
I ordered a shiny gold nametag for myself through Etsy with the title of âDivorce Financial Strategistââproud to claim that!
One of the greatest joys was watching people meet each other for the first time. An estate planning attorney new to town getting to know a financial advisor. Coaches connecting with other coaches. New conversations beginning around my kitchen bar.
Someone described me that evening as âa connector,â and thatâs a meaningful compliment for me.
As I reflected afterward, I realized this gathering wasnât really about celebrating me. It was about celebrating the community of care weâve built together and the privilege of walking alongside people during some of lifeâs biggest transitions.
Thank you to everyone who came, brought a birthday card, made a new connection, and helped make the evening so memorable.
I have a feeling this may become an annual summer tradition. â¤ď¸
DivorceFinancialStrategist DivorceCoaching