Patricia Barrett, CFP CDFA

Lifetime Planning, LLC

10777 Westheimer
Suite 1100
Houston, Texas 77070


Collaborative Law, Co-Parenting, Divorce, Family, Financial


Divorce Financial Planning with Patricia  

With over 20 years of experience in the field of finance, Patricia Barrett is well trained in the intricacies of personal financial and divorce planning.  She is a Certified Financial Planner and Certified Divorce Financial Analyst.  In addition, she is a credentialed Mediator, having completed mediation training at the University of Houston School of Law.  She has assisted hundreds of individuals and couples work through the difficult issues involved in the divorce process.   Patricia condenses the information to primary issues, concentrating on the areas that matter most and illustrating the benefits and costs of choices.   She has the expertise needed to bring about a peaceful divorce settlement when possible, or guide you skillfully when it isn’t. 


Simplify the divorce process and cut your legal costs

Divorce is often a complicated financial problem, requiring special skills, as well as knowlege of divorce issues.  Attorneys are not trained in financial planning.  With a plan by Patricia, your legal fees can be greatly reduced.  

If your divorce is amicable instead of contentious, a mediated settlement may be possible prior to retaining an attorney.  For early intervention mediation, Patricia acts as a neutral to calculate an equitable division of assets based on your individual circumstances and her knowlege of divorce rules and financial planning.  She can defuse an otherwise volitile situation and guide you to a peaceful divorce settlement.  

Whether for just yourself or as a couple, you can gain a clear understanding of your own finances and see how certain decisions made during divorce will effect the rest of your life.  Patricia clarifies financial issues and creates a plan for your future, detailing income, expenses and assets over a 20-year period.


Divorce Mediation

Mediation is the process of communicating back and forth in order to reach an agreement. In divorce resolution, a mediator can serve to separate the people from the problems, to prevent personal attacks, suggest an objective standard and help to draft the final agreement based on discussions.

Communication is the key to successful mediations, and a skilled mediator can assist in creating an atmosphere for more effective communication between parties involved in a very emotional issue.

Resolving the issues that arise in the divorce process is a very difficult problem under the best of circumstances. The most effective method of decision-making involves examining numerous options. Lifetime Planning provides professional assistance in explaining the issues to be resolved and laying out reasonable alternatives for their resolution.

Patricia Barrett CFP CDFA Mediator

Phone:  281-444-1449


10777 Westheimer Suite 1100

Houston, TX 77042

Email: [email protected]

Counties served:

Harris, Montgomery, Liberty, Chambers, Galveston, Brazoria, Fort Bend, Waller

Also serving all Texas cities working by email, phone, and fax.

Mediation and the Financial Side of Divorce
2/20/2013 2:13:54 PM
Description: By Patricia Barrett, CFP CDFA Mediator All divorcing couples must come up with a financial plan for their futures when facing Divorce in Texas or elsewhere. Everyone has bills. In the simplest form, they can do it themselves if little or no assets

Articles from Patricia Barrett CFP CDFA
2/20/2013 2:15:57 PM
Description: CLICK HERE: