Ivy Menchel

Award-winning Certified Divorce Financial Analyst, Ivy H. Menchel is the founder and president of Family Wealth Planning Partners. With over 30 years of experience, Ivy specializes in helping individuals navigate the financial complexities of divorce, providing clarity and confidence during life’s transitions. She is one of the few professionals to hold certifications as a CFP®, CDFA®, and CBEC®, offering a comprehensive approach to financial planning.

Ivy Menchel

About Ivy

Ivy H. Menchel is a seasoned financial professional dedicated to assisting clients through the financial intricacies of divorce. As the founder of Family Wealth Planning Partners, she collaborates closely with attorneys and mediators to ensure equitable and informed financial decisions. Her personal experience with her parents’ divorce has fueled her passion for this specialized field.

Ivy is trained in all three divorce processes—litigation, mediation, and collaborative—and emphasizes education to empower clients in making sound financial choices.

What they offer

Comprehensive divorce financial analysis Collaboration with legal professionals to assess settlement options Education on the short- and long-term impacts of divorce settlements Mediation training to facilitate informed negotiations

Unique strengths

Over 30 years of experience in financial services Dual certifications as a Certified Financial Planner (CFP®) and Certified Business Exit Consultant (CBEC®) Founder of Family Wealth Planning Partners, focusing on divorce financial planning

Special offer

Complimentary initial consultations to assess financial situations Learn more: Resources

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