Lili A. Vasileff,  CFP<sup>&reg;</sup> - Financial Advisor

Lili A. Vasileff, CFP®

MAFF, CDFA

Owner and President

Divorce and Money Matters, LLC

2 Greenwich Office Park, Building 2 West Suite 300
Greenwich, CT 06831
FINANCIAL ADVISOR'S WEBSITE
(203) 622-4911 CONNECT WITH Lili
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General

Lili Vasileff is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Divorce and Money Matters, LLC in Greenwich, CT and the surrounding communities.

Financial Advisor Overview


Divorce Financial Services

Making financial decisions can feel like stepping into a world of the unknown. Lili has over thirty plus years of experience in divorce financial planning, financial mediation, and wealth management services. She aims to nurture, educate, and empower every client. She meets client needs with personalized service, unsurpassed expertise, and integrity.

Our services are geared to the complexity, size and nature of each specific case. Our experience and skilled advocacy help our clients identify their goals, priorities and needs from the very outset. We ensure our clients make well informed decisions with peace of mind to achieve a comprehensive divorce settlement for long-term benefit. We provide litigation support as a qualified expert witness for divorce related financial issues. Lili is a fee only certified financial planner and certified divorce financial analyst.

Wealth Management Services

After divorce, our client’s financial security comes first. We understand how important it is to preserve wealth and manage our clients' assets within the context of their unique lifestyle. Lili is an independent, fee only investment advisor, committed to providing objective investment advice in the core areas of financial planning and asset management.

Lili is a nationally recognized expert in financial planning for divorce as a practitioner, author, writer and speaker. She has many years of experience and an interdisciplinary knowledge of legal and financial issues. She brings clarity to complicated marital property and complex compensation issues in the divorce process. Lili holds client information to the highest standards of confidentiality and privacy.

Specialties:Lili practices divorce financial planning nationally and is based in Connecticut and greater metro New York. She supports divorcing clients who engage in mediation, collaborative divorce or litigation. She maintains credentials as a fee only, independent CERTIFIED FINANCIAL PLANNER™ professional, a Certified Divorce Financial Analyst™, Master Analyst of Financial Forensics in Matrimonial Litigation, and an independent Registered Investment Advisor.

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Financial Advisor Experience

Speaker, Practitioner, and Author of 3 books on divorce: "Money & Divorce: The Essential Roadmap to Mastering Financial Decisions" published by American Bar Assoc in 2018; "The Ultimate Divorce Interactive Guide"; "The Divorce Planner Checklist". Nationally recognized divorce expert and mediator of money conflicts

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - MAFF, CDFA, RIA

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Arbitration & Mediation, 401(k)/403(b)/IRAs, Career Change, Asset Allocation, Corporate Finance, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Irregular Income, Mutual Funds, Getting Married, Retirement, Stocks & Bonds, Life Planning, Tangible Assets, Succession Planning, Sudden Wealth, Special Needs, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources