CLIENT SERVICES:

Choose the entrepreneurial mediator who is laser focused on customizing resolutions-to your unique story. I operate in a dual roles-serving as BOTH your mediator & financial expert- delivering simplicity & certainty, resulting in LESS financial & emotional drain for a Huge Return on your Investment with me.

My Initial Consultation & Evaluation Fee is applied toward your Customized Flat Fee. This Flat Fee encompasses my role as BOTH your Mediator & Financial Expert.

My own walk in this space is the fuel for my intentional focus to guide my clients to innovative resolutions.

My mantra: “If you can’t explain it simply, you don’t understand it well enough”. -Einstein

Click the Links ( + below) for more detailed specific Client Services:

  • Sherri’s unique expertise provides vital insight to help you uncover optimal solutions:

    CPA / earned SERIES 66 / earned SERIES 7 (part 1):

    Sherri is intimately familiar with every type of investment- from complex - MLPs, REITS, municipal bonds & derivatives- to stocks.

    It is vital to find a suitable Wealth Advisory team to help you stay on track financially.

    Having evaluated many firms & teams in CO, Sherri is skilled in discerning their differing approaches & can provide referrals tailored to help you craft your MASTERPIECE financial life plan.

    Sherri has expertise in:

    • RSU, Stock Options.

    • Division of Marital Assets

    • Modification of Current Orders

    • Child Support & Maintenance Calcs

  • Helping you to wisely negotiate:

    -Memorandum of Understanding

    -Separation Agreement

    -Parenting Plan

    -Division of Assets

    -Sworn Financial Statements

    -Prenups & Postnup Agreement

  • Sherri has personally navigated the complexities of family dynamics in divorce & the challenges of the impacts on your children including job loss, major illness, child alienation, grief from loss, cross-state moves, & juggling high-profile & stressful professions.

    We have referrals in our network of child & family therapists & career coaches. *Please also click “Legal Documents” tab for documents we can help you draft.

  • Crafting realistic property dissolution & sharing solutions that mutually benefit both parties. Sherri has worked with skilled real estate & mortgage brokers, to refer to your specific needs. Sherri has built 4 homes in 3 states.

My vision was to create a mediation practice grounded in my unique financial insight to simplify complexities & empower clients to negotiate innovative resolutions. I’ve proven I can mediate in half the time, with less stress - saving clients thousands - with a ripple effect of all thriving.”

My focus on creative, innovative financial solutions led me to the name of …

MASTERPIECE MEDIATION™

Sherri Swain - CEO & Founder

HER WAIN, FOUNDE

TERMS of CLIENT SERVICES:

FLAT FEE based on & tailored to each case’s unique complexities:

  • My premise is a deep dive which is vital to discern creative solutions, as tracking every hour spent creates undue stress on clients.

  • Forms of payment: credit card - Visa, M/C, Discover, AMEX.

  • Cancellations/Rescheduling: Notify me via email or text.

  • Cancellation Policy for Flat Fee:

    —>After 3 business days, 100% of fees retained/no refund.

    —>Emergency: no charge ONLY if rescheduled, please try to provide at least 3 business days notice.

Sherri utilizes the services of Like-Minded Professionals:

The Schneiderman Wealth Management Group at Morgan Stanley