Amy Mahlen works with individuals and couples who are facing complex financial decisions during the divorce process. First, Amy helps clients organize their finances and make sense of their situation. Further support is provided by analyzing settlement proposals addressing the effect of taxes on assets and income, liquidity and/or debt, retirement valuations, social security, mortgage planning, properly securing support payments and other complex financial issues.
With compassion and patience, Amy focuses on her client’s unique priorities to build a financial road map that bridges their current reality to their future. In an emotional and overwhelming environment, clarity can be found to make informed financial decisions today regarding a new tomorrow.
Amy is a seasoned financial professional who has been working in the financial services industry since 1998. After experiencing a divorce herself, Amy finds fulfillment in serving those who are walking a similar road. She actively manages A.M. Financial, providing divorce financial services, and a separate wealth management practice with WealthSource Partners