In this episode, I sit down with Nancy Hetrick, who is the founder and CEO of Smarter Divorce Solutions LLC, the Divorce Financial Planner Training Center as well as a Financial Planner with Strategic Portfolio Solutions.
She has over 25 years of experience in both investment management and financial planning and has specialized in divorce since 2011.
As a Certified Divorce Financial Analyst and forensic specialist, she assists divorcing clients by providing the financial expertise necessary to ensure the best possible outcomes. For financially complex cases, her team ensures all of the puzzle pieces are clearly identified, and all strategies for division are explored.
Nancy and I discussed the challenges of managing a growing business and the importance of specialization in the field, particularly in the context of divorce.
She shared her expertise on the complexities of divorce financial planning and the necessity of understanding tax implications and asset division.
I'm thrilled to share some incredible insights from the episode and I trust you’ll find it valuable as well.
Resources:
Nancy has become a nationally known trainer for Divorce Financial Planners and offers continuing education and intensive advanced training for CDFA® holders through www.DivorceFinancialTraining.com).
She is the author of “Divorce Financial Planning; Building a Successful Niche Business”), Divorce Is Not For Dummies; How To Cover Your Assets) and the co-author of The Stress-Free Divorce, Volume 2.)
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