Vicki D McLellan, CDFA, CFP, MA (Financial Professional)

Along with an interdisciplinary team of Collaborative Professionals, I work with clients to ensure that both parties have a thorough understanding of financial issues for their divorce. This allows each client to make an informed and fair settlement decision for their family. Conflict about money often has a deeper emotional basis. With a background in Psychology as well as training in Financial Planning and Mediation, my goal is to provide Financial Consultation for Divorce- Respectful Resolution for the Common Good
Firm/BusinessName: Equitable Divorce Resolutions Address(es): 1212 South Washington Ave Royal Oak MI 48067 USA Phone: 248-915-0847 Fax: 248-265-6529 Email: vicki.mclellancdfa@gmail.com Website: http://www.equitabledivorceresolutions.com
Practice Group Membership Collaborative Practice Institute of Michigan
Professional Activities Member IACP 2004 to present Member: Collaborative Practice Institute of Michigan, 2004 to Present Founding Member: Collaborative Divorce Professionals of Southeast Michigan 2004 to present(Board- Secretary 2004-2006 and 2010-2012) Co-Founder: Women's Divorce Resource Center (2012) Member: Institute of Divorce Financial Analysts Member: Association of Divorce Financial Planners
Professional Licenses Limited Licenses Psychologist (LLP), State of Michigan (1988-present)
General Comments Too often families make poorly informed financial decisions that can have a dramatically negative impact on their future. When couples divorce, the potential negative impact of a contentious litigated process is multiplied. Lack of understanding about financial options and consequences, coupled with the stress of a divorce, can wreak financial and emotional havoc on a family. I was fortunate to be among the first group of professionals trained in Collaborative Practice in Michigan. As our local professional practice group has learned and grown together, I am even more convinced of the benefits and NEED for the option of Collaborative Practice to become more widely known and used by couples whose marriages are ending. There are important financial considerations that both spouses must be aware of and understand in order to reach an informed and fair settlement. At the same time, what may appear as financial conflict often has deeper roots that may need exploration (understanding and some resolution) in order to get past the conflict. A group of trained professionals, committed to working together in the Collaborative Process provides families the support they need to successfully navigate the transition from one family in one home to one family in two homes. Focus in the children is a hallmark of Collaborative Practice. Collaborative Practice is a better way to resolve conflict. The safety net of having legal, financial and emotional support in the process is an invaluable resource for couples who divorce.
Areas of Practice Financial
Education Undergraduate Education University of Minnesota, Morris, 1980 BA Majors: Psychology; LAHS (Liberal Arts for the Human Services) Graduated with Distinction Post-graduate Education Wayne State University; 1987 MA Clinical Psychology- concentration in neurospychology Professional Education Certified Divorce Financial Analyst 2003 Certified Financial Planner 2007 Mediation Training 2010
Collaborative Practice Training Year Training Type Instructor Hours 2004 Basic Interdisciplinary Training Bushfield, Bordett, Boyan 24 2006 Intermediate Collaborative Law Training Woody Mosten 8 2009 IACP Forum- Minneapolis Various 20 2010 Interest Based Negotiaion- The Essential Settlement Tool Zena Zumeta, Tom Darton 20 2010 CPIM Advanced Training CPIM 8 2010 Family Mediation Training Zena Zumeta 40 2010 Skills for Collaborative Professionals (Oct-Nov) Zena Zumeta 3.0 2011 Skills for Collaborative Professionals (Jan-Feb) Practice Gropu Zena Zumeta 3.0 2011 IACP Forum ”The Case of Dr. and Dr.” Co-presenter I was instructor 1.5 2011 Advanced Training- Techniques that work Zena Zumeta, Tom Darnton 1.5 2011 CPIM Adv. Training -Role of Mental Health Professionals A Love, J. Messer, P.Evert, J. Margerum 1.5 2011 CPIM Adv. Training - Achieving Success with Difficult Case (co-presenter) N. Fishman, N. Comerford,L.Becker,D. Smith, V. McLellan 1.5 2011 CPIM Adv. Training- Ways Financial Specialists add Value to Cases Gary Rogow 1.5 2012 Master Class-Advanced Collaborative Training Woody Mosten, Pauline Tesler 24 2012 CPIM Advanced Training - Interest Based Negotiation Zena Zumeta, Tom Darnton 6 2012 ADFP Traning- Divide Retirement Assets: QDRO, DRO Robert Guarnera 2 2012 ADFP Training- Anatomy of a Tax Return Peggy Tracy, CFE, CDFA 2 2012 ADFP Training Dividing NQ Exec Benefits Ursin, JD, CLU 2 2012 ADFP Training Key Role of Financial Neutral Linnehan, Blaustein 2 2012 ADFP Training- Emotions and Numbers Collide- What Financial Profesionals can do Elana Katz, LCSW 1 2013 CPIM Advanced Training- Susan Gamache, Ph.D 7 2013 CPIM- Basic Training (Refresher) Doyle, Stengel, Wander 16
** I have reviewed the IACP Minimum Standards for Collaborative Practitioners and the IACP Ethical Standards for Collaborative Professionals. I verify that I meet the IACP Minimum Standards for Collaborative Practitioners and that I apply the IACP Ethical Standards for Collaborative Professionals in my collaborative practice. See IACP Standards > IACP does not verify the information provided by the professionals listed in this directory.