CLIENT SERVICES:

choose simplicity, certainty, & clarity …choose a true outlier.

Consultation fee applied toward customized Flat Fee.

Sherri’s mantra: “If you can’t explain it simply, you don’t understand it well enough”. - Einstein

Click the LINKS ( + below) for specific details of Client Services:

  • Sherri’s unique expertise provides vital insight to help you uncover optimal solutions:

    CPA / earned SERIES 66 / earned SERIES 7 (part 1):

    Sherri is intimately familiar with every type of investment- from complex - MLPs, REITS, municipal bonds & derivatives- to stocks.

    It is vital to find a suitable Wealth Advisory team to help you stay on track financially.

    Having evaluated many firms & teams in CO, Sherri is skilled in discerning their differing approaches & can provide referrals tailored to help you craft your MASTERPIECE financial life plan.

    Sherri has expertise in:

    • RSU, Stock Options.

    • Division of Marital Assets

    • Modification of Current Orders

    • Child Support & Maintenance Calculations

  • Helping you to wisely negotiate:

    -Memorandum of Understanding

    -Separation Agreement

    -Parenting Plan

    -Division of Assets

    -Sworn Financial Statements

    -Prenups & Postnup Agreement

  • Sherri has personally navigated the complexities of family dynamics in divorce & the challenges of the impacts on your children including job loss, major illness, child alienation, grief from loss, cross-state moves, & juggling high-profile & stressful professions.

    We have referrals in our network of child & family therapists & career coaches.

    *Please also click “Legal Documents” tab for documents we can help you draft.

  • Crafting realistic property dissolution & sharing solutions that mutually benefit both parties. Sherri has worked with skilled real estate & mortgage brokers, to refer to your specific needs. Sherri has built 4 homes in 3 states.

“My vision was to create a mediation firm grounded in unique financial insight to proactively simplify complexities to empower clients to negotiate smarter, minimizing costs & stress -with a ripple effect of all thriving.”

Customized financial focus led me to the name of MASTERPIECE MEDIATION™

Sherri Swain -CPA, CEO, Founder

HER WAIN, FOUNDER

TERMS of CLIENT SERVICES:

  1. FLAT FEE tailored to the matter’s complexity: Sherri’s premise is a deep dive is vital and tracking every minute spent will create undue additional stress on clients:

  • Payment form- credit card - Visa, M/C, Discover, AMEX.

  • Cancel/Reschedule: Email or text

  • Cancellation Policy:

    —>Prior to 10 days, 50% fee refund, unless rescheduled.

    —>Within 10 days, 100% of fees retained/no refund, unless rescheduled.

    —>Emergency: no charge if rescheduled, please try to provide more than 72 hours’ notice.