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About Us

Peggy has been the sole owner of Priority Planning, a tax preparation and financial services practice, since 1986. She added her divorce planning and forensic accounting 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 and fraud detection for divorce. This extensive financial background gives her the skills to successfully 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 Planner®, 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.

Priority Planning also prepares over 100 tax returns annually. This keeps Peggy on top of all tax consequences and tax updates that affect her clients and those going through divorce.

Financial puzzles

Profile for Peggy Tracy at Priority Planning at LinkedIn