Watermark Financial

At Watermark Financial, we believe that navigating the financial complexities of divorce requires a collaborative and supportive approach. With extensive experience and in-depth knowledge, our team of Certified Divorce Financial Analysts (CDFA) and financial professionals are committed to empowering you to make informed decisions throughout the divorce process.

Our Mission

Our mission is to provide personalized financial guidance and support to empower you to make confident decisions about your financial future during and after divorce. We partner with you to clarify your options, mitigate potential risks, and ensure a positive outcome that aligns with your individual needs and goals.

Stage 1: Thinking About It

• Comprehensive review of your financial situation
• Discussion of potential financial outcomes and risk factors
• Development of a personalized financial plan to address specific concerns

Stage 2: In The Thick Of It

• Collaborative development of separation agreements and property distribution plans
• Negotiation of spousal support and debt allocation
• Guidance on tax implications and retirement plan division

Stage 3: Post Divorce

• Review and adjustment of your financial plan to reflect your new financial situation
• Development of a strategy for financial recovery and growth
• Ongoing support and guidance as you rebuild your financial life

Why Choose Watermark Financial?

• Expertise: Our team has extensive experience in divorce-related financial matters, collaborating with attorneys and other professionals.
• Individualized Attention: We take the time to understand your unique circumstances and goals in order to create a personalized financial plan.
• Collaborative Approach: We work with you to explore all available options and make informed decisions.
• Client-Focused: We prioritize open communication, transparency, and responsive service throughout the process.

Meet the Team

Katie Markowski, Michele Traficante, and Angela Ricciuti are experienced professionals dedicated to helping clients navigate the financial complexities of divorce with compassion, knowledge, and expertise. Their diverse backgrounds and complementary skills enable them to provide holistic financial guidance and deliver exceptional client service.