Patricia Barrett
Senior Mediator, Certified Financial Planner (CFP), Certified Divorce Financial Analyst (CDFA)
Senior Mediator · CFP, CDFA
The 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.
Experience
Measured outcomes
Transparent benchmarks to help you choose the right specialist.
Specialties
Focus areas
Personalized programs built around your goals.
Approach
How we collaborate
Patricia’s approach to mediation involves separate meetings with each spouse to establish individual goals and interests. A questionnaire is provided to guide them in gathering financial documents and coming up with a budget. A spreadsheet is then created with percentages for each spouse, based on goals and the rules of equitable settlement. We often devise “what-if” scenarios to graphically illustrate a client’s position post-divorce.
Facilitating peaceful divorce settlements through the mediation of financial issues and parenting plans.
Pricing
Transparent plans
No surprises—choose the format that fits your needs.
Hourly rate
$200
| Format | Duration | Amount | Notes |
|---|---|---|---|
| IN_PERSON | HOURLY | $200 | Includes on-site modification of computerized asset division and the illustration of long-term effects (20-year spreadsheet). Basic data entry provided at $90/hr. |
Related programs
- Family Law Mediation
- Divorce & Separation
- Child Custody & Visitation