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Graff,
Bonita L.
Financial Specialist |
Bonita L. Graff, CPA, CDFA
Provident Financial Consultants, LLC
2391 Enterprise Drive
Oshkosh, WI 54904-6320
Telephone: 920-230-6898
Toll free: 877-230-6898
Facsimile: 920-230-6899
E-mail >
bonnie@providentfc.com
Website: www.providentfc.com
Counties:
Brown,
Calumet, Door, Fond du Lac, Green Lake, Kewaunee, Manitowoc, Marinette,
Oconto, Outagamie, Shawano, Waupaca, Waushara, Winnebago |
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| Professional
Experience & Qualifications: |
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Bonnie has been a Personal Financial Planner for over
20 years and is a General Securities Registered Representative. She is a
Certified Public Accountant and a Certified Divorce Financial Analyst.
Bonnie works with individual as well as business clients in all facets of
financial planning. Her extensive background in tax planning, retirement
planning and portfolio management—combined with her expertise in the
financial issues surrounding divorce pre- and post-planning—make her ideally
qualified to assist clients through that difficult process.
Bachelor of Arts degrees in Business Administration &
Accounting
Member of: Wisconsin Institute of Certified Public
Accountants
Winnebagoland Estate Planning
Council
Association of Divorce Financial
Planners
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| Collaborative Trainings Attended: |
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Date(s) |
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Title |
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Sponsor |
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11-14-04 |
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Building Blocks of Collaborative Family Law |
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Collaborative Family Law Council of Wisconsin,
Inc. |
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6-17-05 |
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Negotiations |
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3-22-07 |
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[Presenter at] The Nuts & Bolts of
Collaborative Family Law |
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Collaborative Professionals of Northeast
Wisconsin, Inc. |
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| Mission Statement / Description
of Practice: |
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Mission Statement – Always in your best interest
We offer a full range of financial planning services,
including divorce pre- and post-planning. Divorce is stressful and
complicated. Our solid, unbiased guidance will ease the financial issues
involved. We analyze financial information and other pertinent data in
order to assist in the development of: asset and liability schedules,
budgets, and various settlement options and comparisons. We help you
understand issues regarding personal versus marital property, valuing and
dividing property, retirement accounts and pensions, alimony and child
support, and tax problems and solutions. |
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