About Tracy

Tracy B. Stewart, CPA, CDFA, CFP®Tracy Stewart specializes in personal financial planning and divorce financial consultation in Texas. She is trained in the collaborative divorce process. Tracy is a Certified Public Accountant, a Certified Financial Planner® professional, and Certified Divorce Financial Analyst. During her 25 years as a CPA, Tracy has developed the ability to identify the crucial issues, explain the effects of choices, and offer alternative solutions to her clients' concerns. She has the answers to the questions you didn't know to ask.

Tracy serves on the Executive Board of the 27,500-member Texas Society of Certified Public Accountants (TSCPA) and on the Board of Trustees of the Collaborative Law Institute of Texas.

 

Tracy started her CPA career with six years at Peat, Marwick, Mitchell & Co. (now KPMG), and has had experience with large and small companies, individuals, balance sheet investigations, asset valuations, pension plans, investment advising and individual financial planning.

Her work consists of helping clients determine the best financial path to meet their specific and unique objectives. For those contemplating divorce, she explains the particular short-term and long-term financial implications.

Tracy has published articles and has been quoted in several publications, including Today's CPA, Collaborative Law Institute of Texas newsletter, Divorce Magazine, Texas Realtor, MommaSaid.com, iParenting.com, and a feature cover article in CPA Magazine. She conducts continuing education seminars to fellow CPAs on the topic of the complex issues of divorce financial planning. She has been interviewed on radio and television.

Tracy's affiliations include:

  • American Institute of Certified Public Accountants
  • International Academy of Collaborative Professionals
  • Collaborative Law Institute of Texas
  • Collaborative Divorce Professionals Alliance

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