Let us help get you financially organized for the divorce process, provide professional referrals and look at what your future may hold.
I work with you to provide financial data reporting based on information you provide and educate you on options for settlement and your financial future after divorce.
I assist with changing account titles, getting you financially organized as you move forward in your new life of independence.
At W.I.T. Financial Services, we understand divorce can be an overwhelming and emotionally turbulent time. That’s why we’re here to support you every step of the way with the expertise and guidance you need to make informed financial decisions. Through education, thorough financial analysis, and a deep understanding each divorce is unique, we are dedicated to assisting women before, during, and after divorce.
Our mission is to empower you to explore and understand your options, enabling you to make the best choices for your present and future self. You are not alone in this journey, and we are honored to be your trusted guide through the stormy seas of divorce, helping you build a solid foundation for a secure and resilient financial future.
Explore our services and learn how we can help you with your specific needs.
Gather financial information on assets and liabilities, assign ownership of each, provide reports and offer possible resolutions of assets and liabilities.
Provide budget reports to assist in resolution of expenses. Assist in calculating spousal support.
Providing “What if” scenarios for spousal support, division of property, tax consequences, retirement accounts and more.
Educate and explain offers; provide choices to settlement offers.
Offer referrals for divorce professionals, i.e. therapist, mortgage broker, mediator, litigation lawyer, cpa, forensic accountant, realtor, credit repair, and more.
Show tax consequences for now and in the future.
What does your financial future look like in 5, 10 or more years into your future?
Assist with account title changes, financial organization and provide referrals for other resources.
Lucinda Lambros, a Registered Representative and C.D.F.A.®, is passionate about assisting women and their families to be financially organized with a financial plan and educated through effective, ongoing communication, annual goal-setting and informative seminars on a variety of topics. Her clients include professionals, divorcees, widows, business owners, pre-retired and retirees.
She began her financial career in 2013 as an Advisor Assistant and quickly achieved her license as a Registered Representative and certification as a Certified Divorce Financial Analyst® (C.D.F.A.®) assisting women before, during and after divorce.
Wanting to help more women, Lucinda created the successful “Handbags for Hearts” annual donation drive in 2019 to help boost the confidence of women in need. Gently used purses and purchased personal care items are collected with the help of many women in Orange County and are currently donated to 3 nonprofits in the area. Being nominated for “2024 Woman of the Year”, 26th District with Assemblywoman Laurie Davies, highlights the work of Handbags for Hearts in our local communities.
Lucinda was raised in southern Indiana, received her Bachelor’s degree from DePauw University in Greencastle, Indiana and eventually made her way to sunny Southern California. Lucinda has spent 36 years in planning, marketing, advertising and sales. She attributes her sustained success by listening to the client’s needs, organization and effective project management.
Lucinda’s hobbies include golf, baking, yoga and enjoying concerts with her husband and friends. She is a Eucharistic Minister at St. Edward the Confessor Parish Church among other volunteer positions at The Parish School, Dana Hills High School, Dana Point Women’s Club and Delta Gamma alumnae.
Be inspired by their stories and envision the possibilities that await you on your own financial journey.
Schedule a consultation with W.I.T. Financial Services today and discover how we can empower you to take control of your financial future: before, during and after divorce.
