Jacki Roessler, CDFA™ Joins The Center as a Divorce Financial Planner


Jacqueline (Jacki) Roessler, CDFA(TM), joined The Center this month as a divorce financial planner. Jacki builds out The Center's divorce financial consulting practice. Attorneys refer their clients to Jacki to make educated financial decisions during divorce.  She works with individuals and couples to develop and analyze various divorce settlement options that address their short term and long term financial needs and goals. Issues she addresses range from setting up a temporary financial agreement while the divorce is pending to the optimal division of retirement accounts, determining the affordability of keeping the house, minimizing taxes and arriving at an equitable settlement, to name a few. your short-

 It is the goal of The Center to empower people with wisdom to make financial decisions with confidence. Jacki's expertise in the nuanced field of financial advice during divorce compliments The Center's existing focus of financial planning for generations. Her thought leadership and in-depth knowledge on Michigan divorce financial topics is sought by attorneys and people going through divorce for hourly consultations and engagements.

Jacki is past Executive Vice President of The Institute of Certified Divorce Analysts. She is frequently quoted on divorce financial matters in national media including Money Magazine, Fortune, Kiplingers Personal Finance, Bloomberg's Wealth Manager, and Investment News. She has published articles in the Michigan Family Law Journal and Michigan Lawyers' Weekly. 

She is a frequent lecturer to attorneys (the Institute for Continuing Legal Education (ICLE), the Family Law Section of the State Bar of Michigan, various local bar associations), financial organizations around the country (FPA and NAPFA groups), community events, local universities and divorce support groups on the financial issues surrounding divorce. As a specialist in the QDRO and pension arena, she has conducted seminars around the country, teaching lawyers, judges and financial professionals the intricacies of QDRO’s and pension valuations in divorce cases. Jacki also develops software applications to assist divorce attorneys settle the financial aspects of their cases through her outside firm, Divorce Axis.

In her personal time, Jacki enjoys spending time with her two kids. Jacki currently serves on the Advisory Committee of the Women’s Divorce Resource Centerhttp://womensdivorce.org, the Board of Trustees for the Michigan Opera Theatre, the Board of Directors for the Magic of Life Foundation http://www.themagicoflife.com/programs/the-magic-of-life-foundation/ and is an active member of Impact100  Metro Detroit http://impact100metrodetroit.org.

Center for Financial Planning, Inc. is a privately held wealth management firm located in Southfield, Michigan. The firm provides financial planning services to more than eight hundred families in 38 states. Founded in 1985, The Center manages more than $1 billion in assets for individuals and families.

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