Susan is one of our affiliated experts/consultants, and a Principal with Aurora Financial Advisors, LLC in Wellesley, MA, an independent financial, investment and economic advisory firm. She provides financial planning, tax, and investment advice to individuals, small business owners and non-profit organizations, and has been doing so for over 25 years. Susan works extensively with lawyers, mediators and clients in addressing financial issues arising from business and marital disputes and serving as a financial expert in collaborative law cases. Susan is also a trained mediator and frequently provides financial mediation services in these situations.
In addition to her financial planning practice, Susan trains financial professionals in the area of collaborative law throughout the U.S. and internationally. Susan has also presented seminars on Financial Issues in Divorce, Financial Planning for Women, Charitable and Planned Giving Strategies, and Stock Option Strategies for Individuals. Susan has been quoted in a number of financial publications, including The Journal of Financial Planning and The Financial Planning Association’s Solutions Magazine.
Susan holds a BA from Wells College in Economics and an MA from Pennsylvania State University in economics. She is a Certified Public Accountant (CPA), a Certified Financial Planner (CPF) and a Certified Divorce Financial Analyst (CDFA). She is Treasurer and Board member of the Massachusetts Collaborative Law Council (MCLC), a member of the Board of Directors of the International Academy of Collaborative Professionals (IACP) and its Public Education and Civil Committees and member of the Massachusetts Council on Family Mediation. Professional associations of which she is a member include the National Association of Personal Financial Planners (NAPFA), Financial Planning Association, Institute of Certified Divorce Financial Analysts and the American Institute of Certified Public Accountants.