Professional Details

Jennifer Taylor, CPA, CDFA
Associate Mediator

Square One Financial Services, Inc.

Click here to email
Click for Full Website
940 Calle Negocio, Suite 210
SAN CLEMENTE, CA 92673
USA
9493770250

Description of Practice

The divorce process comes filled with decisions and uncertainties about financial matters. Whether it be understanding whether one can handle the ongoing financial obligations of keeping the primary marital home, what the financial picture will look like after the divorce is over, or merely determining accurate characterization and valuations for assets during the property division process, Square One Financial Services, Inc. can help. Whether it be simply valuing assets for use in mediation or internal negotiation amongst spouses, or comprehensive financial mediation covering property division and income and support elements, Square One Financial Services, Inc. can ensure you’re paying for only what you need. We work independently with divorcing clients (individuals or couples) on financial-specific aspects of divorce and we also collaborate with other mediators and divorce professionals including attorneys to ensure that you receive top-notch expertise in subject matter specific areas. We also provide financial mediation coaching to ensure you are well educated and informed about what you are entitled to and what your positions are when entering a mediation setting. If financial matters are expected to be a significant part of your divorce agreement, we encourage you to reach out to us today to understand how we can help eliminate the stress and uncertainties of the process while keeping your costs as low as possible and more money in your pocket.

Professional Background

Jennifer Taylor is a Certified Public Accountant (CPA) and a Certified Divorce Financial Analyst (CDFA). She has also completed Basic Divorce Mediation Training through OC Human Relations, a leader in California Divorce Mediation within the Orange County court system. Jennifer's extensive professional experience in fields of public accounting and corporate finance combined with her personal experience in the area of divorce provides her with the ability to translate the financial complexities of divorce into what it really means to you and your spouse.

Degrees

Jennifer obtained a Bachelor of Science in Business Administration with a concentration in Accounting and a minor in Economics from California Polytechnic State University, San Luis Obispo. She is also a Certified Public Accountant in the State of California and a Certified Divorce Financial Analyst certified through the Institute of Divorce Financial Analysts.

Training

Dates    Trainer(s)    Title   
8/2017    OC Human Relations - Kathy Shimizu    40-Hour Divorce Mediation Training

Fees

We believe in offering our clients a flat fee price structure to ensure that professional service costs aren't another uncertainty of the divorce process. By accurately assessing your case, we provide flat fee quotes for the services you need to ensure you're only paying for what you need, with no surprises.

Areas of Practice

  • Divorce (all issues)

Professional Services

  • Mediator
  • Mediation Consultant
  • Strategic Planning
  • Certified Divorce Financial Analyst
  • Collaborative Professional
  • Online Mediator

References available upon request.

This dispute resolution professional keeps liability insurance.