Financial Planning with Loretta Hutchinson
Additional resources on financial planning
- 5 Steps for a Financially Successful Divorce
- Do I Need a Financial Expert for My Divorce If I have a Divorce Lawyer?
- Financial Divorce Plan Client Checklist
- Pre and Post Divorce Expense Worksheet
- Financial Divorce Plan Budget Template
- Taking the Stairs and a Secure Retirement
About Loretta Hutchinson
Loretta Hutchinson, the Founder of Financial Divorce Plan LLC, and Partner with Thrive Wealth Management, is a Certified Financial Planner™ (CFP®) and a Certified Divorce Financial Analyst® (CDFA™). She has been working with divorcing individuals nationwide for over a decade. Loretta is also trained in Collaborative Divorce and is a Nationally Certified Counselor.
She has been named Philadelphia Magazine’s 5 Star Wealth Manager for the past 4 years and was also awarded the Woman’s Choice Award for Financial Advisors. Loretta writes financial articles for the Advance of Bucks County, Suburban Life and Local Living magazines, Divorce Magazine, Family Lawyer Magazine and the previous Bucks County Woman’s magazine. She has guest hosted the radio show Financial Issues and Answers educating listeners about investment management, the tax issues in investments and retirement planning and income planning in retirement and divorce.
After working with clients for many years, Loretta saw many divorcing ind’ls primarily women who signed and agreed to marital financial settlements that they neither understood nor was in their best interests. As a response to this need she started Financial Divorce Plan, LLC to help individuals across the country take financial control of the divorce process and plan their divorce from a financial perspective. She is an advocate for her clients through the divorce process and beyond by helping them to transition to financially confident individuals through educating them to make informed financial decisions regarding investing, retirement planning and business planning. As a former tax accountant, she always has an eye towards tax efficiency as well.
Loretta is currently putting the finishing touches on her book titled "7 Step Guide to an Intelligent Divorce." When she’s not working, Loretta spends time with her husband, three children and Lab Libby just being a wife and mom.