• FINANCIAL PROFESSIONAL

    FINANCIAL PROFESSIONAL

    APPLICATION FOR MEMBERSHIP
  • Our dues are $200.00 for Mental Health Professionals and they are due on January 1st of each year. The dues for the first year will be prorated. All approved applicants will be required to participate in a Collaborative training within 90 days of approval of membership. If you are approved for membership you agree to comply with the CFLI's By-Laws, attend all CFLI general meetings (unless excused), meet all continuing education training requirements and remain current in payment of dues.

    Once complete please submit application fee of $25.00 through the payment portal on our website.

    If paying via check pelase send to: 

    Mr. Philip Herzberg, CFP®, CDFA®
    2375 NE 213th Terrace
    Miami, FL 33180

    If you have any questions, please contact:

    Tricia Cassel, CFLI Membership Chair at drcassel@triciacassel.com 

    CFLI Rules and Regulations are available online at www.collaborativefamlaw.com

    I HAVE READ THE CFLI MEMBERSHIP RULES AND REGULATIONS:

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