• Loretta Burns
  • Financial Advisor

Certified Divorce Financial Analyst
P. (250) 479-9738
F. (250) 812-6649

Faced with a Life Changing Event?

I’m motivated by the challenge of working respectfully with you through your separation and creating peace of mind through the Collaborative process.

With utmost respect and empathy, I’m committed to achieve a fair division of family assets while providing both immediate and long term Financial Plans.

While working collaboratively, I will assist you in gathering assets, preparing budgets, as well as money management with a plan that best meets your needs and goals. I’ll offer valuable insight into the pros and cons of different divorce settlements while avoiding the common financial pitfalls of divorce.

With many years experience as a Financial Planner, I have been a member of Collaborative Family Separation Professional’s since 2002.

Professional Designations
Certified Financial Planner (CFP)
Certificed Divorce Financial Analyst (CDFA)
Certified Professional Consultant on Aging (CPCA)
Fellow of Life Management Institute (FLMI)

Year Began Professional Practice