Jane McAuliffe, CDFA®

Jane McAuliffe, CDFA®

Partner | Financial Advisor

Jane McAuliffe, CDFA® brings years of experience to provide her clients with objective, unbiased advice. Jane started in the financial services industry in 1998 and works with individuals, families and business owners who need comprehensive financial planning and ongoing investment advice. Her focus is on goal and risk planning, cash flow analysis, establishing lifestyle budgets and structuring cost-effective portfolios to help clients achieve their financial goals. Jane’s approach is founded on the belief that taking an active role in personal finances can make you feel confident and empowered. Her objective advice helps clients to avoid the fallout that can ensue after a major life transition; such as divorce, loss of a spouse or parent, and enables them to save what they need, manage their investments wisely, and ultimately make smarter financial decisions.

Jane has also hosted a breakout session for the Bryant University’s 20th Anniversary Women’s Summit on Financial Planning and Investing, and frequently hosts workshops at the Center for Women and Enterprise and various other organizations and locations that deliver relevant, accessible and sensible financial advice.

Additionally, Jane is also the Founder + CEO of Collaborative Divorce Strategies, a Divorce Financial Planning firm that is part of the Wellspring Divorce Advisors network. She holds the CDFA® certification (Certified Divorce Financial Analyst) and is a trained mediator; specializing in helping individuals and couples negotiate an equitable settlement throughout divorce.

Education
B.S. in Management, Bryant University

Professional Credentials
Certified Divorce Financial Analyst (CDFA®)

Professional Affiliations
Institute of Divorce Financial Analysts
Rhode Island Mediators Association
Association of Divorce Financial Planners
Founder + CEO, Collaborative Divorce Strategies*

 

*Axis Advisors, LLC and Collaborative Divorce Strategies are separate and unrelated entities.