Empowering People As They Navigate:

Financial Aspects of Divorce & Beyond

Rachael Rennert brings over 20 years of experience in finance, sales and marketing to R-Squared Financial.

She is a Certified Divorce Financial Analyst (CDFA®) and an Accredited Financial Counselor (AFC) candidate. She is a member of the Institute of Divorce Financial Analysts (IDFA), the Association of Divorce Financial Planners (ADFP) and the Association of Financial Planning and Educations (AFCPE). She earned her MBA in Finance from the University of Colorado at Boulder Leeds School of Business and a BA from the University of Massachusetts at Amherst.

Having gone through her own divorce, Rachael brings empathy and experience to her role. She understands that major life changes can be financially disruptive and strives to help others navigate through the changes they are facing. She aims to empower her clients to gain a firm understanding of their options and make informed decisions that will positively impact themselves and their families in the future.

What We Do

We specialize in Divorce Financial Planning and Analysis.

We work to empower individuals as they navigate the financial aspects of divorce, which can be disruptive.

Services

Divorce Financial Planning & Analysis

We understand that divorce can be extremely stressful and financially disruptive. The key to making sure your financial future is sound is understanding your current financial picture and solidifying your financial future. At R-Squared Financial, we specialize in Divorce Financial Planning and Analysis. We work with you to ensure you have a solid understanding of your current finances so we can help your evaluate of all of your settlement options. When you are educated and prepared during this emotionally and financially difficult process, the more successful you will be when making these extremely important financial decisions.

Our expertise will help guide you to make the most informed decisions you can and help you understand the impacts of all of your options.

Financial coaching
Our Financial Coaching services can help you as you navigate through any life change in which you may need some guidance in how to manage your finances. We will help you gain a firm understanding your financial needs and will help tailor your spending and savings plan to meet your financial goals. Based on your needs our Financial Coaching services may include:

  • Understanding your spending habits
  • Creating a budget
  • Outlining a financial plan
  • Understanding the emotional components of dealing with money
  • Learning how to establish an emergency fund
  • Managing debt
  • Planning for unexpected expenses due to illness, divorce, etc.

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Contact Us

Please contact us to schedule an initial consultation.