About Jamie Lapin and What She Can Do for You
Jamie S. Lapin
CERTIFIED FINANCIAL PLANNER TMpractitioner
Certified Divorce Financial Analyst
Registered Investment AdvisorYou probably hoped never to need the services of an expert on divorce planning. But you've come to this point in your life, and you have to deal with the realities of your money and financial planning. Jamie S. Lapin is an empathetic person with sound financial training in dealing with divorce planning and your money management. She can provide just the sort of decision support that you need to make sure you are not left holding a soon-to-be empty bag.
Ms. Lapin, a successful financial consultant since 1981, is expert in dealing with the special problems that come with finding equitable financial solutions for people going through divorce. She knows what questions to ask in regard to the impact of various financial divisions that a divorcing couple may make, and she verifies her sound and experienced judgment through the use of a specialized computer program designed by the Institute for Certified Divorce Financial Analysts in Boulder, Colorado. She can project short-term and long-term financial impacts of proposed divorced settlements, and she can illustrate the effects of individual changes in this plan against the plan as a whole.
In other words, if you come to her with a proposed financial settlement, she can gauge how sound or how weak it is -- and show what changes could strengthen your long term financial situation. If you don't have a proposed settlement, she can help you develop one.
PROFESSIONAL BACKGROUND
Principal, Risk Management Group, Inc., CFP
TM, CDFA
Rockville, MD
1991-Present.
Licenses: Series 7, Series 63, Series 65, Registered Investment Advisor, Life and Health Insurance
Credentials:
Collaborative Divorce Team Training, 2005
Family Mediation Training, 2003
Certified Financial Planner (CFP), 1982
Certified Divorce Planner (CDP) 1999
B.A., University of Maryland, 1977Comprehensive Planning:
FINANCIAL PLANNING SERVICES EXPERTISE
Retirement, investing, insurance, taxes, estate, cash flow, special needs trusts, charitable giving
Asset Allocation / Portfolio Management Strategies and implementation
Pre-Divorce Financial Planning:
Development and analysis of divorce settlementsINVESTMENT PRODUCTS include but are not limited to:
 | Mutual Funds, Common Stock |
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| Bonds, Government Securities |
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| Brokerage Accounts |
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| Money Management |
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| Educational Vehicles |
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| REITS |
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| Limited Partnerships |
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Retirement Investments IRA's, including Roth , SEP, Simple |
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Corporate Retirement Programs 401-K |
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| Futures (Managed) |
INSURANCE SERVICES include but are not limited to:
| Life Insurance
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| Long Term Care Insurance | ||
| Disability Insurance | ||
| Fixed and Variable Annuities | ||
| Business Buy-Sell, Life and Disability |
PROFESSIONAL MEMBERSHIPS
| Financial Planning Association |
| Institute of Certified Financial Planners |
| Institute for Certified Divorce Financial Analysts |
| International Academy of Collaborative Professionals |
| Collaborative Dispute Resolution Professionals, Inc. |
| Collaborative Family Law Society |
| Women Business Owners of Montgomery County |
| (GROWS) Grass Roots Organization for the Well-Being of Seniors |
Be sure to look at our discussion of 13 Mistakes Not to Make to help you recognize some of the pitfalls of a poor divorce settlement, and to teach you what to look out for in your divorce financial planning.
are certification marks owned by the
Certified Financial Planning Board of Standards, Inc. These marks are awarded to
individuals who successfully complete the CFP Board's initial and ongoing certification
requirements.