"Empowering clients to make informed decisions about their finances, especially preparing for or going through significant life changes, is important to understand the possibilities and evaluate the options."
简·奥克斯曼·罗尼,注册会计师,CFP®,CDFA®, is a life transition financial planner. 她的执业重点是提供服务 离婚支持,财务和税务规划, and 财富管理 对个人. Jane helps clients transition through life’s significant changes toward realizing their goals. She believes in the importance of empowering her clients to make informed decisions about their finances.
Those decisions include changes in financial circumstances because of retirement, 配偶的死亡, divorce, marriage, 继承, 计划组建一个家庭, college planning and strategic investment management. She helps clients understand the possibilities and evaluate their options, 并指导他们做出合理的财务决策
A specialist in delivering creative solutions for financial challenges, Jane has more than 25 years of experience that includes expertise in divorce and prenuptial 财务规划, 财务规划、投资咨询服务及个人 税务筹划与合规.
作为董事委员,葡京会手机app下载 & 老葡京手机app(老葡京手机app)的离婚金融和 诉讼支持 services, Jane guides clients from pre-filing through the finalizing of a divorce and beyond as well as prenuptial 财务规划. 她的专长包括合作离婚, mediation, 诉讼支持和专家证人证言. Jane has assisted with negotiations in several hundred divorce matters and is qualified as an expert in Montgomery and Howard counties in Maryland, 以及哥伦比亚特区.
简喜欢户外活动, 从打网球开始, golf and, 最近, pickleball to skiing the slopes in Colorado and Utah. 她最引人注目的户外活动, though, is hiking, having traversed sections of the Everest Base Camp Trek in Nepal, 巴塔哥尼亚的W长途跋涉, old Inca trails to Machu Picchu and the magnificent trails in many U.S. 国家公园. She’s passionate about conservation and the environment and has participated in a conservation safari in Africa that focused on elephant and lion migration and health. 在家的时候, 简喜欢和家人在一起, 朋友和两只猫, 喜欢烹饪和园艺.