“Rivka is good at what she does. No matter how bad you think your situation is, she can find a way to help you achieve your desired outcome...”
— STEVE P., FLEXIBLE FINANCES CLIENT
Our Team
Rebecca “Rivka” Schreiber,
Certified Financial Planner,
Certified Divorce Financial Analyst
Rivka has been guiding her clients through financial transitions since 2005. As a Certified Financial Planner and Certified Divorce Financial Analyst, Rivka is adept at helping people navigate ongoing, complicated financial decisions. Rivka profoundly understands that financial resilience comes from the ability to shift direction when needed while still moving towards the goal, and builds this flexibility into her financial planning approach. With a deep respect for a person's individual strengths and challenges, Rivka identifies sustainable opportunities for success for each client and builds strategies for them based on who they are and what works for them. The result is sustainable, successful financial strategies and clients who feel comfortable and confident in their financial decisions. There is no judgement, only a calm focus on moving forward.
Working with Rivka offers far more than an annual investment review. Rivka keeps a current, ongoing dialogue with clients, often checking in monthly or more, to keep track of all the changes and shifts in a client's life and the financial implications. This ongoing support enables clients to receive quick responses to financial opportunities as they arise.
This flexible, informative approach to a shifting financial picture is especially valuable to business owners and people experiencing divorce as they are constantly evaluating financial decisions and need to stay especially flexible as their lives evolve.
Please contact Rebecca through the Contact Us page.