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Our Focus

  • The Duty of Loyalty

  • Adherence to the Prudent Investor Rule

  • The Duty to Account

  • The Duty to Delegate

  • The Duty of Impartiality

  • The Duty to Administer

Our Experience

  • Trust and Estate Administration for over 35 years

  • Oversight of Fiduciary Activities for 22 years

  • Trust and Estate Administrator Instructor for 28 years

LITIGATION SUPPORT

DIVORCE

After having worked in the traditional divorce setting for more than 15 years, Barbara now focuses her litigation support exclusively on Collaborative Divorce.  Her clients and their attorneys benefit from her training as a Financial Neutral, as well as her experience as a Certified Public Accountant, a Certified Financial Planner™, and a Certified Divorce Financial Advisor.  Barbara’s knowledge enables her to analyze the financial aspects of each divorce, provide needed information to the parties, and help them create solutions that are tailored to their situations.

TRUST AND ESTATE

We possess a broad understanding of the laws, regulations and standard which guide the probate and trust administration. We provide consulting expert services and expert witness testimony.

Advisory services offered through Pople Investment Management, a Member of Advisory Services Network, LLC.  Litigation Support consulting services offered through Pople Financial Consulting, Inc.  Advisory Services Network, LLC and Pople Financial Consulting, Inc. are not affiliated.

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