Professionally guiding you through your transition
At Strategic Divorce Planning, we help you make smart financial decisions before, during, and after divorce. We do this by educating you on the process and your options, while connecting you with all the resources you may need. We empower you to make informed and not emotionally-driven financial decisions. By offering a practical and objective approach to your finances, we can help you answer the question “Am I going to be okay?” We will give you a sense of what your future financial life will look like before you sign that final agreement. Our goal is to help you feel more hopeful, comfortable, and secure about your financial future and the decisions you make.
Known for her patience, reliability, and caring, supportive approach, Samantha is a Co-Founder of Strategic Divorce Planning. She holds the Certified Divorce Financial Analyst® designation and works closely with clients going through the separation and divorce process. Samantha is the child of divorce and has experienced its impact with many other family members. She can relate to what it is that you and your family are going through, and she is passionate about providing support to families in divorce.read more
Since 1989, clients have chosen Bob as their lead financial professional for his knowledge and genuine concern for their individual needs. Having been through a divorce himself, Bob understands the unique challenges divorce can present in someone’s financial future and is committed to working with clients through all phases of their divorce.read more
Andrea Bates McGrath started her career in 1988 after graduating from Suffolk University. She began at Bates Insurance Agency which was started by her father in 1976. In the early 90s she obtained her series 7, 6, 63 and 66 and became a Registered Rep with Aetna. In 2014 she obtained her CFP and in 2018 her CDFA. Over the years she has worked with men and women to help them have what they need so they can live how they want in retirement. Having honed her skills of helping people plan and protect from her parents who were both committed community members and leaders.read more
Cheryl joined Strategic Divorce Planning in March 2019 as the Office Manager. Cheryl has a varied background in customer service, project management and supporting senior executives, with a little marketing & recruiting along the way as well.read more