Core Practice Areas
3 VerticalsAbout & Mediation Philosophy
Neutral ProfileThe goal of Lifetime Planning, LLC is to facilitate peaceful divorce settlements through the mediation of financial issues and the facilitation of a parenting plan. This is accomplished through customized financial tables enabling clients to see logical and equitable ways to divide assets before or after hiring an attorney. Services utilized before “lawyering up” will significantly lower cost. If we are hired after attorneys are retained, we can streamline the process and illustrate an equitable division of assets, adjusting for taxes and valuing pensions. Included in the financial road map is a 20-year cash flow spreadsheet which illustrates long-term effects of a settlement. Lifetime Planning has no product to sell; we do not manage money and are therefore completely objective with recommendations. Patricia Barrett, with over twenty years experience in the financial services industry, began Lifetime Planning in 2004 in order to assist people facing divorce.
Credentials & Institutional Standing
Primary VerificationsLicense
Education
University of Houston Law School
Mediation Training · A. A. White Mediation / Advanced Family Mediation
College for Financial Planning, Denver
Certified Financial Planner · Financial Planning
Abilene Christian University
New York Institute of Finance
Work History
1 PositionOwner
Lifetime Planning, LLC
2004 – Present
Assist people facing divorce through mediation and financial analysis.
Honors & Recognition
No honors on file.
Fees & Availability
Rate ScheduleStandard rates. Contact for custom arrangements.
| Format | Duration | Rate | Notes |
|---|---|---|---|
| IN_PERSON | HOURLY | $200 | Family Law Mediation |
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With Patricia Barrett
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