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Peggy has been the sole owner of Priority Planning, a tax preparation and financial services practice, since 1986. She added her divorce planning business in 2003. In order to devote all her time to this new endeavor, she sold her entire financial planning practice in May, 2005. Peggy's focus today is centered on assisting divorcing clients with financial matters with a specialization in forensic accounting for divorce. This extensive financial background gives her the skills to succesfully uncover and discover financial assets that impact a settlement structure.
Peggy Tracy and her staff are uniquely qualified to provide expert financial guidance for clients in the process of divorce. Peggy is a Certified Divorce Financial Analyst, a Certified Financial PlannerĀ®, and a Certified Fraud Examiner. Her focus is exclusively on assisting divorcing clients with financial matters. She also has experience in forensic accounting, which provides investigative accounting and litigation support.
Testimonials
"Peggy helped me during a very painful and difficult divorce; working as my forensic accountant. She was able to uncover the full extent of missing marital assets. More than that , she worked well with two attornys and befriended me at a time that was more than challenging.
She strives for the best and I can't imagine the outcome without her expertise." |