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Nicole M. Davis CDFATM, CFEI, NCPM
Financial Consulting & Advisory Services in the St. Louis Area
Nicole M. Davis founded Reliance Financial Services after spending over 15 years in the finance industry. Her experience includes providing financial planning and analysis expertise to individuals, as well as Fortune 500 organizations.
In 2015 Nicole decided to take her experience, working with individuals and businesses, and devote the rest of her career to helping individuals, couples and business owners navigate their financial landscape. She believes that everyone is capable of achieving their highest potential and biggest dreams which can sometimes become stifled by financial issues. Nicole assists her clients in achieving their dreams by removing the fears and uncertainties related to their finances. She helps clients make the most of their money today, as well as accumulating it and protecting it for their future.
Nicole has a Bachelor of Science degree in Finance, minor in Accounting, is a Certified Divorce Financial Analyst™ (CDFA™), Certified Financial Education Instructor (CFEI) and Nationally Certified Professional in Mediation (NCPM).
As a Certified Divorce Financial Analyst™ Nicole works with individuals and couples. She helps clients come to grips with the financial reality of their divorce and assists them in determining the short-term and long-term financial impact of proposed divorce settlements. Nicole provides valuable information on financial issues related to the divorce, such as :
- Household spending plans during and after divorce
- Individual property v. marital property
- Implications related to dividing marital property (including retirement accounts and pensions), child support and spousal support
Nicole works tirelessly to provide each of her clients with the resources and guidance necessary to navigate their current situation.
As a Certified Financial Education Instructor, Nicole advocates for financial literacy and conducts financial training classes to individuals of all ages, situations, and backgrounds. She is available to provide financial education and coaching in either a one-on-one or group setting.
Nicole is also a financial advocate for businesses. In her 15+ years of experience she has continuously discovered millions of dollars of savings annually. Nicole’s experience in financial modeling, budgeting, analysis, process improvements, cost mitigation, and revisions to procurement practices has proven to be extremely beneficial to the organizations that Nicole has worked within.
In her free time, Nicole enjoys spending time with her family, attending her son’s soccer and baseball games, reading, traveling, cooking and giving back to the community.
Nicole is a member of:
- Institute for Divorce Financial Analysts (IDFA)
- National Association of Women Business Owners (NAWBO)
- American Bar Association (ABA)
- American Certified Fraud Examiners (ACFE)
- National Financial Educators Council (NFEC)
Please contact us to find out more about how Reliance Financial Services can be of help to you.