Meet the Family

Ivy H Menchel, CFP®, CDFA®, CBEC®

Ivy H. Menchel is a Certified Divorce Financial Analyst (CDFA®) and the president and founder of Family Wealth Planning Partners. Ivy focuses her practice on helping divorcing clients, along with their attorneys and mediators, make sound financial decisions as they transition into the next phase of their lives. In addition to her work as a CDFA®, she is also a Certified Financial Planner (CFP®) and Certified Business Exit Consultant (CBEC®) with more than 30 years of experience in financial services. In 2009, she founded Family Wealth Planning Partners specifically to help her divorcing clients and their team of divorce professionals address the financial issues of divorce and assess their options for fair and equitable settlements.

For Ivy, going into this profession was a highly personal decision. Her parents got divorced after 34 years of marriage and she saw both the financial and emotional toll it took on them.

Ivy prioritizes educating her clients on the financial nuances of divorce. Trained in all three divorce processes (traditional/litigation, mediation, collaborative), she strives to give each client a good understanding of the process, as well as their own situation so they can negotiate from a knowledgeable perspective and not an emotional one. What distinguishes Ivy from others in her field is her unique training and range of specializations. One of the few CDFAs to also hold certifications as a CFP and a CBEC, she is able to take a comprehensive view of her clients’ needs and goals when going through the divorce process.

Beyond her private practice, Ivy is widely regarded as a thought leader in her field and regularly shares her knowledge with the broader public through her teaching, speaking and writing. She is also a member of several professional organizations.

***Ivy H Menchel is NOT AN ATTORNEY and DOES NOT PROVIDE LEGAL ADVICE***

Rachael Rennert, CDFA®, CDS

Rachael Rennert brings over 20 years of experience in finance, sales and marketing to Family Wealth Planning Partners. She is a Certified Divorce Financial Analyst (CDFA®), Certified Divorce Specialist (CDS), and an Accredited Financial Counselor (AFC) candidate. She is a member of the Institute of Divorce Financial Analysts (IDFA), the Association of Divorce Financial Planners (ADFP), the Association of Financial Planning and Educations (AFCPE) and the National Association of Divorce Professionals (NADP). She earned her MBA in Finance from the University of Colorado at Boulder Leeds School of Business and a BA from the University of Massachusetts at Amherst.

Having gone through her own divorce, Rachael brings empathy and experience to her role. She understands that major life changes can be financially disruptive and strives to help others navigate through the process. She aims to empower her clients to gain a firm understanding of their options and make informed decisions that will positively impact themselves and their families in the future.

In her spare time, Rachael serves her community by volunteering with her local Emergency Medical Services as a first responder and ambulance driver. She is also an avid swimmer and enjoys participating in open water ocean swimming competitions every summer.