NANCY WAKEFIELD

Certified Divorce Financial Analyst
(503) 360-9550
nancy@planserene.com
WEBSITE

Nancy Wakefield is the founder of Serene Point Advisors LLC. After over 20 years working in many different areas of the personal finance industry, she determined that there was a lot missing from the traditional approach to financial planning. Under her leadership and since 2017, Serene Point has been challenging the usual well-worn conversation around planning. More recently, Nancy has been using those same analytical skills to help couples navigating divorce. 

Generally working as a financial neutral on behalf of both parties, Nancy recommends one-on-one introductory meetings at the beginning of the process in order to establish rapport and to discuss the role and responsibility of an analyst on your professional team. Once the collaboration team is formed, Nancy works with you to collect data, prepare an asset and liability statement and review your income and expenses. All of this data supports the discussions as you both consider different opportunities and outcomes for your financial settlement. Nancy helps you understand the potential implications of different decisions you may make and how they will affect you both today and in the long-term. Just because something may look good on paper does not always mean it is a practical and workable solution in the long-term. Nancy is passionate about aiding both parties in making the best possible agreements given your unique situation and set of facts. 

Nancy is a CFP candidate and a Certified Divorce Financial Analyst (CDFA®). She is a member of the Institute for Divorce Financial Analysts (IDFA) and on the board of the Oregon Association of Collaborative Professionals (OACP).