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:
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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
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Helping you to wisely negotiate:
-Memorandum of Understanding
-Separation Agreement
-Parenting Plan
-Division of Assets
-Sworn Financial Statements
-Prenups & Postnup Agreement
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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.
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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.
Sherri utilizes the services of Like-Minded Professionals:
“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:
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.