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Jodie Lane, CDFA
Pathway Divorce SolutionsBiographical Info
EDUCATION
Alverno College: Bachelor of Arts Double Major, Business Administration and Professional Communications
Milwaukee School of Engineering (MSOE): Master of Science Engineering Management (MSEM)
IAR (Investment Advisor Representative), Series 65
Registered Life & LTC Insurance Representative
College for Financial Planning: Accredited Asset Management Specialist (AAMS®)
Institute for Divorce Financial Analysts (IDFA): Certified Divorce Financial Analyst (CDFA®)
TRAINING
Divorce Financial Planning Training Center, Phoenix, AZ (December 2022-November 2023)
Specific Sub-Topics:
Family Law Software
High Conflict Personalities in Divorce
Federal Retirement Plans
Small Business Evaluations
Separate Property Tracing
Pension Valuations
RSUs
Expert Witness Testimony
Divorce and Special Needs Children
UW Milwaukee Continuing Education: Certificate in Family Mediation (May 2023)
Arizona State University: Collaborative Law Training (October 2023)
PROFILE
As a Financial Neutral in Collaborative Law, I’m dedicated to supporting both men and women as they navigate the intricate financial landscapes during significant life transitions. The question I often encounter from clients is, “Am I going to be okay?” For me, this role is not just a profession; it’s a calling. Having witnessed the challenges individuals face when confronted with financial decisions amid emotional turmoil, I understand the importance of neutral, informed guidance. Ideally, my intervention comes at the earliest stages of transition, ensuring that everyone is on an even playing field. My mission is to be the steady hand and voice of financial clarity, ensuring that every individual has the informed guidance they deserve, irrespective of gender.
