CLIENT SERVICES:

“Intellectual solve problems, genuises prevent them”. Einstein:

My Proactive Approach: for: innovative resolutions serving you in a dual capacity-as both Mediator & Financial Expert resulting in less financial, emotional, & energy drain…

Equating to a HUGE Return on your Investment(ROI).

Terms of CLIENT SERVICES:

  1. Initial Consultation & Evaluation Fee is applied toward your custom Flat Fee, which includes both Mediator & Financial Expert work.

2. FLAT Fee: unique complexity:

  • My premise is doing a deep dive “off the clock” is critical to achieve uniquely innovative resolutions vs. tracking every hour spent.

  • My flat fee cuts the stress on clients.

  • Credit card is preferred payment.

  • Cancellations/Rescheduling: Notification: email or text.

  • Cancellation Policy for Flat Fee:

    —>After 3 business days, 100% of fees retained.

    —>Emergency: no charge IF rescheduled. Please try to provide at least 3 business days notice.

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

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

    CPA / passed SERIES 66, 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 lenders, to refer to your specific needs.

My mission: A mediation practice grounded in my unique financial insight to simplify complexities & empower clients to negotiate innovative resolutions, while fiercely protecting good faith.

I’ve proven I can mediate conflicts in half the time, with less stress & energy drain-saving clients thousands.

The vision - to achieve innovative financial resolutions for clients - led me to name my company…

MASTERPIECE MEDIATION™ -Sherri Swain, Founder

HER WAIN, FOUNDE