about terrie

Terrie Austin CFP®, CDFA® has more than 20 years of financial planning and investment experience. Prior to founding Modern Divorce Solutions (fka Divorce 20/20) and Milestone Wealth Strategies, Ms. Austin spent almost 15 years working in various large investment firms, banks and independent wealth management firms.

As a wealth advisor, Ms. Austin educates clients who may be unfamiliar with financial issues and investing, particularly during and after divorce. In divorce, Ms. Austin assists clients in identifying all the assets of the marriage, including those that potentially may be hidden or under-reported. She also provides detailed budgets and projections that demonstrate how different financial settlements will impact the client’s family for the short- and long-term. Lastly, Ms. Austin helps ensure that other financial areas are addressed such as life insurance, beneficiaries, estate and college planning.

Ms. Austin has been a panelist and guest speaker at several events. She is also a trained financial mediator, and a trained financial neutral for collaborative divorce cases and a member of the Central Ohio Academy of Collaborative Divorce Professionals.

Ms. Austin earned the designation CERTIFIED FINANCIAL PLANNER™  (CFP®) in 1997 and Certified Divorce Financial Analyst® (CDFA®) in 2018. Terrie holds a BA in Finance and Economics from Western Michigan University. She also attended Marshall University in her hometown of Huntington, WV.

Certified Divorce Financial Analyst (CDFA®)

CDFA® professionals help clients determine the short-term and long-term financial impact of any proposed divorce settlement. They also provide valuable information on financial issues that are related to the divorce, such as tax consequences, dividing pension plans, continued health care coverage, stock option elections and much more. CDFA® professionals assist attorneys by helping the client make financial sense of proposals. CDFA® professionals do not give legal advice, but they provide lawyers with the tools they need to help prove their case. See www.institutedfa.com for more information.

CERTIFIED FINANCIAL PLANNER™ (CFP®)

CFP®, CERTIFIED FINANCIAL PLANNER™ are certification marks owned by Certified Financial Planner Board of Standards Inc. (CFP Board), which can help you identify financial planners who are committed to competent and ethical behavior when providing financial planning. Individuals certified by CFP Board have taken the extra step to demonstrate their professionalism by voluntarily submitting to the rigorous CFP® certification process that includes demanding education, examination, experience and ethical requirements. These standards are called “the four Es,” and they are four important reasons why the financial planning practitioner you select should display the CFP® certification marks. See www.cfp.net for more information.

My philosophy

I envision a world where the divorce process is not adversarial, financially confusing, or unreasonably costly. After experiencing a not-so-great divorce several years ago myself, I decided to obtain the CDFA® designation to ensure that individuals whom I am able to help do not experience the same financial difficulties and confusion surrounding divorce that I did. I believe that by providing thorough written analysis, recommended solutions, creative settlement options, advice on negotiation, and a shoulder to lean on, I can turn fear and uncertainty into peace and confidence at an affordable price. And I am committed to providing guidance regarding a better way to get divorced.