Ivy H. Menchel is a Certified Divorce Financial Analyst (CDFA®) and the president and founder of Family Wealth Planning Partners. Based in New York City, Ivy focuses her practice on helping divorcing clients, along with their attorneys and mediators, make sound financial decisions as they transition into the next phase of their lives. In addition to her work as a CDFA, she is also a Certified Financial Planner (CFP®) and Certified Business Exit Consultant (CBEC®) with almost 30 years of experience in financial services. In 2009, she founded Family Wealth Planning Partners specifically to help her divorcing clients and their team of divorce professionals address the financial issues of divorce and assess their options for fair and equitable settlements.

For Ivy, going into this profession was a highly personal decision. Her parents got divorced after 34 years of marriage and she saw both the financial and emotional toll it took on them.

Ivy prioritizes educating her clients on the financial nuances of divorce. Trained in all three divorce processes (traditional/litigation, mediation, collaborative), she strives to give each client a good understanding of the process, as well as their own situation so they can negotiate from a knowledgeable perspective and not an emotional one. What distinguishes Ivy from others in her field is her unique training and range of specializations. One of the few CDFAs to also hold certifications as a CFP and a CBEC, she is able to take a comprehensive view of her clients’ needs and goals when going through the divorce process.

Beyond her private practice, Ivy is widely regarded as a thought leader in her field and regularly shares her knowledge with the broader public through her teaching, speaking and writing. She is also a member of several professional organizations.

Sallie Mullins Thompson is a financial consultant for FamilyKind. Ms. Thompson is a CPA financial planner and tax strategist, who works with small business owners, families, and executive–level professionals who want to address tax, investment, money planning, and asset/cash flow protection issues. She holds TX and NY CPA certificates; the AICPA PFS and the CFP certifications; and an MBA in Accounting, along with being licensed in multiple states to sell securities and insurance products. Her holistic and comprehensive methodology is a clarifying process that enables her clients to navigate their financial lives through effective tax strategies.

Ms. Thompson is a passionate advocate for women. She is a Certified Divorce Financial Analyst (CDFA) with a focus on supporting and educating women before, during, and after divorce. With her taxation background, skills, and experience, her mission is to inform all parties of the tax consequences relative to the divorce agreement. Further, she is an active member of Women Impacting Public Policy (WIPP) where she assists in developing public policy platforms for women-owned small businesses in the areas of taxation and access to capital.

In 2015 Ms. Thompson was appointed by the US Department of the Treasury to the IRS Taxpayer Advocacy Panel, a Federal Advisory Committee, and served a 3-year term, including the last year as Vice Chair of the panel. She has a BA in psychology from Sweet Briar College and a Master’s in Education, Guidance and Counseling, from Florida Atlantic University. Sallie obtained an MBA in accounting in May 2001 from Houston Baptist University, and passed the CPA and CFP exams in 2002 and 2011.