Amy L Whitlatch, CDFA™, CFP^®, MBA (Financial Professional)

Amy Whitlatch, CFP®, CDFA, MBA has been specializing in divorce financial consulting since 1997. She has assisted in over 400 cases in the greater Cincinnati area. Amy consults on a fee-only basis. She does not sell any financial products or provide asset management. Her specialty is working with clients and their attorneys on financial issues pre, during and post the divorce process on budget, support, asset division, and tax issues including gathering information, developing options, modeling potential short and long term outcomes, and providing education in financial matters. Amy has worked on Collaborative cases since 1998 and has served as a team neutral since 2006.
Firm/BusinessName: Amy L. Whitlatch CFP(R), CDFA Address(es): 1050 Delta Ave. Suite 2000 Cincinnati OH 45208 USA Phone: 513-984-0200 Fax: 513-771-7355 Email: alw@amywhitlatch.com Website: http://www.amywhitlatch.com
Practice Group Membership Cincinnati Academy of Collaborative Professionals
Professional Activities Financial Planning Association Institute for Divorce Financial Analysts International Academy of Collaborative Professionals Cincinnati Academy of Collaborative Professionals:Director, Treasurer Association of Divorce Financial Planners:Director, Co-Chair Ohio chapter Cincinnat Bar Association Associate Member
Professional Licenses Certified Financial Planner TM Certified Divorce Financial Analyst
General Comments I have worked on over 450 divorce and dissolution cases. I have been involved with collaborative cases in Cincinnati since 1998, and have been pleased to see this practice grow and flourish as an interdisciplinary practice in Cincinnati. It's been an honor to work side by side with other professionals to assist clients through this difficult process, often coming out more able to handle emotional and financial issues than ever before.
Areas of Practice Financial
Education Undergraduate Education Miami University BA Economics March, 1976 Post-graduate Education Case Western Reserve University MBA January, 1982 College of Financial Planning March, 1990 Professional Education No response provided.
Collaborative Practice Training Year Training Type Instructor Hours 1999 Mediation Training Hill/McElwee 40 2001 Basic Interdisciplinary Training Ross/Tesler/Thompson/Webb/Wilde 15 2003 Basic Interdisciplinary Training Bushfield/Bordett/Poling 15 2004 Intermediate Interdisciplinary Training Various: Conference 8 2005 Basic Interdisciplinary Training Daigle/Johnson 8 2005 Advanced Interdisciplinary Training Deborah Pearce 6 2006 Advanced Interdisciplinary Training Dr. Cathy Heenan and Rita Pollak 6.5 2007 Intermediate Interdisciplinary Training Bain, Solomon, Clarke 12 2008 Basic Interdisciplinary Training I was instructor 12 2008 Advanced Interdisciplinary Training Solomon, Smith 6.5 2009 Advanced Interdisciplinary Training Conner, Miller 12 2009 Basic Training I was a presenter 1.5 2012 Basic Interdisciplinary Training I was instructor 12
** 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.