Durham Financial: What We Do

Creating a financial plan is one of the most important decisions anyone can take to ensure the future they envision becomes a reality. At Durham Financial, we believe in making it simple and understandable.

It’s well known that having a personalized comprehensive financial plan always leads to greater success of realizing your life goals. So we always take the time to listen and understand you, your life goals, your financial situation and current lifestyle before creating your plan. Our services don’t stop at presenting the plan – we are with you through every step of implementing the strategies, to ensure you reach your goals.

Sheila Munch (CFP, CDFA, FDS, EPC) and Glenda Baker (CFP, FDS) offer comprehensive financial plans and divorce financial planning services that fit. At Durham Financial, you get two recognized financial planners with one focus – you.

• Financial Planning - we offer a full selection of financial products and services to best serve each client’s individual needs.
• Financial Planning for Women - the financial planning needs of women is often quite different from that of men, and the financial planners at Durham Financial specialize in understanding and managing these unique financial situations and plans.
• Divorce Financial Planning - our advisors are experienced and accredited industry leaders in helping individuals manage the complex financial scenarios that accompany divorce proceedings. They have been fully trained in collaborative divorce practice.
• Collaborative Team Member - the financial expertise our planners offer has proven an effective complementary and collaborative tool, helping lawyers and clients in legal situations where there is a significant financial component.