Hello, I’m Jane McAuliffe, CDFA® (Certified Divorce Financial Analyst). I’m a Partner and Senior Financial Advisor with Axis Wealth Partners and Founder and CEO of Collaborative Divorce Strategies, a Divorce Financial Planning and Mediation firm.
In 2017, I launched this company to combine my professional expertise, my personal experience going through a divorce, and my passion for helping people find alignment by planning in advance for all of life’s circumstances.
I believe taking an active role in personal finances can make you feel confident and empowered to make sound financial decisions. Using objective, unbiased advice, I’ll help you avoid the fallout that can ensue during and after your divorce. Together, we’ll focus on saving what you need and managing your investments wisely.
During your divorce, I’ll collaborate with your “divorce team” (attorney, mediator, CPA, mortgage lender), providing an organized picture of the marital estate. Post-divorce, I can help by overseeing the division of assets and recommending tax strategies, risk and tax planning, investing, and budgeting for your new lifestyle.
If you’re mediating, I can help with creative settlement scenarios to help with getting to a resolution.
My expertise centers on analyzing creative settlement strategies, forensic asset tracing, and adequately planning for your post-divorce lifestyle. I can provide insight into goal and risk planning, establishing lifestyle budgets, and structuring cost-effective portfolios to help you reach your financial goals.
I am a graduate of Bryant University, where I received a Bachelor of Science in Management, and am a former Chair and Board Member of the Institute of Divorce Financial Analysts (IDFA), former Board Member of the Financial Planning Association of RI (FPARI) and former Board Member of National Association of Insurance and Financial Advisors (NAIFA). I am a regular speaker at the IDFA Annual Conference as well as at the Rhode Island Bar Association, where I have had the opportunity to educate other CDFA and Family Law Attorneys on various financial matters related to divorces such as Lifestyle Tracing and Analysis, Cryptocurrency and Divorce, Division of Retirement Assets, Executive Compensation and Division in Divorce, Obstacles and Options for Divorcing over age 50 and providing Expert Witness Testimony. I have also hosted sessions at Bryant University’s 20th & and 21st Anniversary Women’s Summit on Financial Planning and Investing.
Analyzing current and future income and expenses will help you better understand the affordability of what you are negotiating
Determining expenses/dissipation of assets or growth on assets to determine the amount to divide in the marital estate
Dividing Restricted Stock Units, Non-Qualified Stock Options, Employee Stock purchase plans can have intricacies in division in a divorce.
Once you’ve negotiated your settlement, we help ensure that you are maximizing your potential to plan for short, intermediate and long term goals
October 17, 2023
Navigating divorce can be confusing and stressful. Jane McAuliffe, CDFA, President Collaborative Divorce Strategies and Attorney Kerry Rafanelli talk with The Rhode Show this morning and share what the firm is all about, and explain how divorce mediation works.
For over 35 years, Attorney Kerry I. Rafanelli has expertly guided clients through complex legal issues of Family Law with compassion, empathy and efficacy. At Rafanelli Law, he centers his practice on the needs and goals of clients which helps to determine the best course of action specific to each case. He provides zealous representation throughout the entire process, while using a detail-oriented approach and down-to-earth legal counsel to get the best possible results for his clients. Attorney Rafanelli effectively manages the stress of the case and provides creative solutions so his clients can focus on moving forward with their lives. By providing each client with individualized representation, he ensures every stage of their case moves smoothly through the legal process, while professionally negotiating an equitable resolution on his client’s behalf. He has created team a comprised of courteous and patient professionals who are focused on providing attentive and efficient service related to all aspects of clients concerns.
Attorney Rafanelli primarily focuses his practice on all aspects of Family Law; including Divorce, Child Custody, Pre-nuptial and Post-Nuptial Agreements, Paternity Actions, Adoption, Petitions for Relocation, Grandparents Rights and Mediation.
Attorney Rafanelli received a Bachelor of Science degree in 1980 from Providence College and received his Juris Doctorate degree from New England School of Law in 1983. He is admitted to the RI and Massachusetts Bar. He served as the Assistant City Solicitor to the City of Warwick from 1998-2018 and 2020-present and received the “Lawyer of the Year” Award in 1999 from the Kent County Bar Association. Attorney Rafanelli has also been given an AV Rating by Martindale-Hubbel, the highest possible rating in both legal ability and ethical standards based upon the reviews of peers, clients and judges.