How We Got
Started
We created PIVOT after seeing a need both in our own personal and professional experiences. Divorce attorneys and mediators are often short on time. Frequently they have clients with businesses, real estate, and other assets that could benefit from an expert in each area. Sending a client on a fishing expedition for help or coordinating a referral and the ensuing communications takes time. Instead of getting bogged down in client care or endless email threads, we created PIVOT Financial Divorce Care to help busy attorneys/mediators to create a solid network, streamline their workload to get the very best outcomes for their clients, and ultimately improve the income earning potential for attorneys and mediators.
Our Mission
To embolden family law professionals to assemble their own financial A-Team.
Our Philosophy
ADVOCACY
We bring together like-minded experts who see the importance of advocacy for others. PIVOT is comprised of experts who have the shared tenant to put advocacy before business. It’s this very tenant that has been the cornerstone of their individual successes.
COMMUNITY
PIVOT brings together individuals who excel at their work and have a shared vision to strengthen their communities, unlike big business, which is often beholden to shareholder profits. PIVOT invests in the community by helping professionals, individuals, families and the community at large. We do this through:
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Keeping money in the community
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Helping families build wealth that will impact future generations
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Restorative financial optimism
Meet the Team
The founding team is a collaboration of two financial groups; one from investment/financial planning and the other from real estate/lending.
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