Vicki D. McLellan, CFP®, CDFA™, EA, MA
Vicki D. McLellan is owner and president of Equitable Divorce Resolutions. Ms. McLellan provides financial consultation for divorce as a Financial Neutral in Collaborative Practice, a Financial Neutral or Financial Coach in Mediation, and Financial Coach or Financial Settlement Specialist in a traditional divorce process. Prior to starting Equitable Divorce Resolutions, Ms. McLellan was head of the Financial Planning Department at the Center for Financial Planning in Southfield, Michigan.
Ms. McLellan holds a Bachelor of Arts degree from the University of Minnesota, Morris and Master of Arts degree in Clinical Psychology from Wayne State University. She received her Certified Financial Planner™ designation in 2007 and the Certified Divorce Financial Analyst designation in 2003. She received training as a financial neutral in Collaborative Practice at the inaugural Collaborative Practice Training in Michigan in 2004. She completed Family Mediation training in 2010. Ms. McLellan worked for a national tax preparation firm for three years. She received her Enrolled Agent (EA) designation in 2014. EAs are tax professionals enrolled to practice before the IRS.
Ms. McLellan has completed the “Seven Stages of Money Maturity Workshop” and the Five Day Intensive Life Planning Training from the Kinder Institute of Life Planning. Ms. McLellan is also a member of the Financial Planning Association, Michigan Chapter; the Nazrudin Project, a group of life planning professionals; the Michigan Inter-Professional Association; the Association of Divorce Financial Professionals; the Institute of Divorce Financial Analysts; the International Academy of Collaborative Professionals; and the Collaborative Practice Institute of Michigan. She is a founding member, and past secretary of her local practice group: Collaborative Divorce Professionals of Southeast Michigan. Additionally, Ms. McLellan provides financial monthly consultation for "Money Matters in Divorce" through the Hinkle Center at Schoolcraft College,
Active in her community, Ms. McLellan served 12 years on the board of a non-profit housing corporation in Detroit. She is a co-founder and co-director of the Women's Divorce Resource Center, a non-profit organization formed in 2012 to empower and educate women contemplating or going through the divorce process. Ms McLellan has also been a volunteer tax preparer with the IRS Volunteer Income Tax Assistance (VITA) program, sponsored by the Accounting Aid Society of Michigan. She provided financial planning and education to parents as part of Beaumont Hospital's Parenting program.
Additional information about Ms. McLellan's collaborative training is found on the website for the International Academy of Collaborative Professionals: www.collaborativepractice.com