1:00 Consideration During Divorce Regarding Real Estate, Mortgage Lending, Financial Planning and Psychotherapy
Christina Jasper, Jasper Group at Benchmark Mortgage, Durham Katrina Kuzyszyn-Jones, KKJ Psychology, Durham Meredith Pope, Inhabit Real Estate, Raleigh Mary Salisbury, The Right Divorce Solution LLC,
Wilmington
In this session, each divorce professional reviews matters during divorce regarding real estate, mortgage lending, financial planning and psychotherapy.
3:00 Break
3:15 Case Study
Christina Jasper, Jasper Group at Benchmark Mortgage, Durham Katrina Kuzyszyn-Jones, KKJ Psychology, Durham Meredith Pope, Inhabit Real Estate, Raleigh Mary Salisbury, The Right Divorce Solution LLC,
Wilmington
The second half of the program is dedicated to applying these considerations to a relevant case study and opportunity for questions and answers with these divorce professionals.
4:15 Adjourn
Description
Unique considerations for the divorcing community are explored by a financial planner, mortgage lender, divorce real estate specialist and psychotherapist.
Contributors
Christina Jasper
Christina Jasper is with the Jasper Group at Benchmark Mortgage in Durham.
Christina took an unconventional path to becoming a mortgage guru. She graduated from NC State in Mechanical Engineering, spent many years in commercial construction, and then decided she needed a change. She moved into financial planning and, though she loved coaching clients in creative ways, she wanted to serve more families at all stages of life. Now in the mortgage world, Christina uses her financial planning background to help her mortgage clients think holistically about their financial picture.
Katrina Kuzyszyn-Jones, Psy.D is the owner, and licensed psychologist, with KKJ Psychology in Durham. With over 20 years of clinical experience, Katrina has worked with individuals and couples in various stages of their careers and relationships.
Katrina has a Master's in Forensic Psychology and Doctorate in Clinical Psychology. She provides individual and couples counseling utilizing well-known techniques such as mindfulness and yoga, Dialectical Behavior Therapy (DBT), Acceptance and Commitment Therapy (ACT), and the Gottman paradigm for relationships. She believes that the mind-body connection is paramount. Utilizing mindfulness-based meditation and movement techniques can help clients get unstuck when traditional psychotherapy has failed.
Meredith Pope is a real estate agent at Inhabit Real Estate in Raleigh. She is a real estate collaboration specialist in divorce. When so much is riding on the sale of a family home, it's of the utmost importance that clients surround themselves with someone who can remain neutral and is prepared to support them and their partner from start to finish. Her team of professionals, proven marketing strategy, and specialized knowledge of divorce real estate will help to ensure that client's get every single penny out of the home's equity.
Divorce listings are different. Client's can be at their worst during this difficult transition, and the house can be used as a power tool or a source of revenge. Decisions about the house must be made jointly, but they don't need to be made together. It's Meredith's policy to meet separately with each person, communicate with one person at a time (no group emails or calls), and strive to maintain neutrality always. She's the point person for all things related to the home, and communicates effectively with the involved divorce attorney or mediator.
Possible challenges can arise when one or both partners in a divorce becomes unavailable, unresponsive, or uncooperative to time-sensitive real estate matters. As a former psychotherapist, Meredith uses her counseling skills to encourage clients not to jeopardize the sale of their most precious asset due to emotions.
Meredith lives in Raleigh and works with folks all over the Triangle. She grew up outside Washington, DC, spent 6 years of her adult life living in England, and has lived in NC for 13 years. Prior to becoming a real estate agent she was a psychotherapist, and she's glad to still get to use my listening and communication skills as a realtor.
Mary Salisbury is a Certified Divorce Financial Analyst (CDFA) and founder of The Right Divorce Solution LLC in Wilmington. She started her practice because she used to be a financial advisor, and she found that her divorced clients hadn't received the financial guidance they needed in their divorce. Because divorce is mostly a financial settlement, she saw that as problematic and that people assumed that they will get financial guidance in their divorce from an attorney and forget that attorneys are not financial experts. She has since changed her practice to solely help people get through divorce a better way.
As a CDFA, she benefits her clients by helping them divorce affordably, being an objective viewpoint during an emotional process, helping them understand the financial feasibility of a proposed settlement, helping them become better prepared to take charge of their financial future, providing them with professional advice about their specific financial needs and helping them have a clearer understanding of financial considerations in order to make informed, educated decisions.
Mary earned her B.A. in Economics/Marine Affairs from University of Miami, her Paralegal Certificate from Institute for Employee Benefits Training and her training and certification as a CDFA from the Institute for Divorce Financial Analysts in Durham.