The Options Lady

"I worked with Laurie to help calculate the division of my IRA. I was extremely pleased with the work she did and how quickly she was able to provide the information. She truly cared about the situation, I felt reasurred after going through the process."

"I cannot recommend Laurie Itkin enough for anyone going through the complex and emotional process of a divorce. From the very beginning, Laurie's depth of knowledge as a Certified Divorce Financial Analyst (CDFA) was evident and incredibly reassuring. She provided clear, thoughtful, and strategic financial guidance that was instrumental in securing a fair and equitable financial split. Laurie's professionalism and empathy turned what could have been an overwhelming ordeal into a manageable one, helping me to organize my finances with confidence and preparing me to embark on a new chapter in my life with a solid financial foundation. Her support and advice were not just valuable during the divorce process but will undoubtedly have a lasting positive impact on my financial future. For anyone facing the daunting task of financial decisions during a divorce, Laurie Itkin is a steadfast ally, and I am profoundly grateful for her assistance."

"I worked with Laurie during a difficult time going through my divorce. Laurie patiently led me through coming to an understanding of the complicated issues I was facing with the separation of community property. She was generous with her time, and very sharp with calculations of different scenarios. She was so helpful in laying out my options and what the next steps should be. I would highly recommend her for any financial advice and especially for navigating through a divorce."

"My divorce involved many complex financial entanglements, including RSUs, stock options, and various tax decisions. Laurie explained the nuances of my financial profile and helped me strategize options for negotiation. A good CDFA should provide financial advice AND empowerment. Laurie understands it’s not just about the separation of assets - it's about feeling some sense of control during a difficult time. If a CDFA throws fancy words at you and talks over your head, LEAVE! They might sound like they know what they are talking about, but you shouldn’t have to leave that meeting feeling more confused than when you walked in. Laurie makes things easy to understand takes the time to ensure you know what your options are and the pros and cons of each tactic. I highly recommend her – she’ll help you get a bit of your swagger back!"

"I was referred to Laurie by our divorce mediator (Amanda Singer), and she did an outstanding job preparing a report - well, a few reports as new awards were granted - outlining what portions of a complex set of stock options and stock grants could be considered community property or separate property in the settlement. I think it says a lot for her reputation and skill that this report was accepted by all parties without revision or debate. And in the process, Laurie was helpful and educational along the way - she seems happy to share her knowledge, and provided extremely useful perspective for me as we considered various approaches to settlement. Laurie is direct, efficient and funny. Highly recommended!"