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Are We Getting Better or Worse? Let’s Get Better Together.
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Does this sound familiar? You take a call at work from a newly divorced human and in their breathless state of undoing, they spill out the details of what they now understand to be their settlement. When they finally pause, they ask, “Can you help me?” A CDFA professional can have a critical positive impact, which can be amplified in favor of the client when that work is combined with solid legal expertise.
Bonnie Sewell
CFP®, CDFA®, AIF
Bonnie is the founder of American Capital Planning in northern Virginia. She has 26 years of financial planning experience and began focusing on the divorce niche in 2010.
Bonnie is the author of Love-Jacked: Divorce Your Spouse, Not Your Dollars, available on Amazon and Kindle.
Visit americancapitalplanning.com for more details.