Samantha Steer

Samantha is a Financial Advisor, Certified Divorce Financial Analyst (CDFA), and Co-Founder of Strategic Divorce Planning. The majority of her practice is focused on clients at all stages of divorce. At Strategic Divorce Planning, Samantha offers comprehensive divorce financial planning services for those considering or going through the divorce process. She helps by looking at asset division options, cash flow analysis and the future implications of the financial decisions people make during the divorce process. In essence, her goal in working with clients is to help them answer the question “Am I going to be okay?” Samantha has been the child of divorce since age three and over 90% of her family have gone through a divorce. Her passion for this work is fueled by recognizing the impact of the limited support her parents had at the time. Samantha understands the value of a team approach to help clients feel they are informed about the process to make decisions that positively impact themselves and their families. Having spent almost five years with Vesta, helping hundreds of clients, Samantha works with individuals to navigate the financial options that they have and the future implications of those decisions. Most divorce professionals help the client get divorced and don’t offer services beyond that point. Samantha and her team are unique in that they guide the client through divorce and help in rebuilding their financial life after divorce. Whether a financial plan or investment advice is needed, Samantha focuses on the strategy of how to get people on track to accomplishing their goals. Samantha graduated with a B.A. in Business Administration from Babson College. Since childhood, Samantha knew she would be a financial advisor. She feels very fortunate to have found such a passionate niche and has focused her business on what she knows is truly meaningful work. Every day she feels she is making a difference in people’s lives and is blessed to see clients have greater confidence and peace of mind in their financial decisions.

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Email: ssteer@ethosstrategicpartnersllc.com

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