Testimonials

Kathleen’s help with my financial plans around my divorce proved invaluable to me.
Melvyn J.

Kathleen is constantly learning new strategies and new tax laws to benefit clients, especially those in a divorce situation. Her depth of knowledge and professionalism never fail to amaze me.
Diane E.

I feel that without her unbiased recommendations I may have made emotional
decisions that were not in my best personal or financial interest. I would not hesitate to recommend her to anyone needing either a CPA or mediation type of services.
Don S.

I can not begin to tell you how much knowing Kathy, especially during the most difficult time of my life, has meant to me. Her kindness, trust, intelligence, sense of thoroughness, and best of all her ethics, describe her to a tee. She has been a godsend … She gives 110%.
Cynthia R.

Kathy performed an invaluable service in helping me prepare for one of the most difficult transitions in my life. Her understanding of both the financial as well as the emotional impact of navigating a divorce helped to make the process less stressful than it might have been.
Kim B.

You were very helpful to me because of the many things you need to think about when in a situation of a divorce. Many things are taken for granted and not thought of without you bringing it to my attention.
Trudy E.

Her coaching and encouragement financially, emotionally and mentally were an enormous asset during the initial time when I felt I had no value and no voice. What a refreshing relationship she develops because she works from the heart.
Laura D.

Ms. Schultz’s advice and expertise were invaluable to me during my divorce process. She was highly knowledgeable, creative, and professional. I felt that she had my best interests in mind and was flexible in meeting my needs. I highly recommend her ….
Connie T.

You possess extraordinary skills in communicating the path to obtaining a divorce. You have given me 100% of your effort in guiding me through the different channels of divorce. I know I would not have the strength of balance and confidence if it were not for your intuitive direction. From the bottom of my heart I thank you for sharing your expertise.
Ruth K.