Jo-Ann Christine Little, CFP, CDFA, has been involved in the financial services industry since 1983. For over 30 years now, Ms. Little has devoted her energies to helping individuals integrate their goals, objectives, dreams and resources into concrete financial plans.
Ms. Little has worked over the years with Banks, Brokerage Firms and Credit Unions. She has worked in the capacity of VP of Sales, Business Development Officer and Financial Development Consultant. She has also arbitrated for FINRA (formerly NASD) helping settle disputes within the brokerage industry. In her capacity as a financial planner, she assist clients with issues relating to risk evaluation, investments, taxes, retirement and estate planning and business planning. As a result of the increased need for sound advice and direction that accompanies the division of assets during a divorce, Ms. Little became certified in the process of Collaborative Divorce and High Conflict Divorce, as well as obtaining her Certified Divorce Financial Analyst designation. Ms. Little now works strategically with attorneys and divorce coaches to provide a fair and dignified outcome for her clients.