About
“When I decided to get my CDFA® credential I was passionate about building a divorce niche with my financial planning business. Like you, I was disappointed to pass the final test and realize I was nowhere NEAR ready to take my first client. I looked for additional training and came up empty. I felt lost, stuck, and frustrated.”
I’m a personal development junkie, a trained coach, and a serial entrepreneur and I assure you that with my help, you CAN have a successful divorce practice exactly the way you’ve envisioned. Let me show you the way to making a difference, playing a bigger game, and making a bigger contribution.
Meet Nancy Hetrick
Nancy founded Smarter Divorce Solutions in 2011 after going through her own less-than-optimal divorce. Nancy has been a financial advisor and planner since 1999. The majority of her career was with Charles Schwab in their Private Client division until she went independent in 2011 where she continues to provide full-service financial planning and investment management. In 2016, Nancy founded the Divorce Financial Planner Training Center to offer continuing education to CDFA® holders everywhere.
Nancy is a Master Analyst in Financial Forensics, (MAFF™), a Certified Divorce Financial Analyst (CDFA®), an Accredited Wealth Management Advisor (AWMA), an Accredited Asset Management Specialist (AAMS), a Chartered Mutual Fund Counselor (CMFC), trained in financial transitions by Susan Bradley of the Financial Transitionist Academy, and a mediator and collaborative professional. Nancy has been the chair of the IDFA Board of Advisors in addition to a board member, was President of the Collaborative Professionals of Phoenix in addition to a board member for seven years, was the Finance Director for the National Association of Women Business Owners, 2014 and 2015, the 2015 NAWBO Business Owner of the Year, the 2014 Finalist in the BBB Business Ethics Awards, and an IACP Certified Trainer.
She has published articles in Huffington Post, the New York Times, the Wall Street Journal, Success Magazine, DivorcedMoms.com, was the featured advisor in Morningstar Magazine, is the author of Divorce Financial Planning, Building a Successful Niche Business, Divorce Is Not For Dummies, How To Cover Your Assets and is a contributing author in Stress Free Divorce Volume 2, Conversations With Leading Divorce Professionals.
In her free time, she enjoys hiking, gardening, motorcycling, and spending time with her four children and six grandchildren.
Meet Nancy Hetrick
Nancy founded Smarter Divorce Solutions in 2011 after going through her own less-than-optimal divorce. Nancy has been a financial advisor and planner since 1999. The majority of her career was with Charles Schwab in their Private Client division until she went independent in 2011 where she continues to provide full-service financial planning and investment management in addition to the divorce services as a Certified Divorce Financial Analyst at Smarter Divorce Solutions. In 2016, Nancy founded the Divorce Financial Planner Training Center to offer continuing education to CDFA® holders everywhere.
Nancy is a Master Analyst in Financial Forensics, (MAFF™), a Certified Divorce Financial Analyst (CDFA®), an Accredited Wealth Management Advisor (AWMA), an Accredited Asset Management Specialist (AAMS), a Chartered Mutual Fund Counselor (CMFC) and a trained mediator. Nancy was the Finance Director for the National Association of Women Business Owners,2014 and 2015, the 2015 NAWBO Business Owner of the Year, the 2014 Finalist in the BBB Business Ethics Awards, was on the 2014 National Board of Advisors for the Institute for Divorce Financial Analysts, and is a frequent volunteer for the Fresh Start Foundation for Women.
She has published articles in Huffington Post, DivorcedMoms.com, was the featured advisor in Morningstar Magazine, is the author of Divorce Is Not For Dummies, How To Cover Your Assets and a contributing author in Stress Free Divorce Volume 2, Conversations With Leading Divorce Professionals.
In her free time, she enjoys hiking, riding her motorcycle, and spending time with her four children and three grandchildren.
In The Trenches
Listen, there is no silver bullet or magic pill to a successful practice. It takes hard work, dedication, and determination to keep going when you feel like quitting. Anything worth doing is worth investing real time and energy into for the rewards that will result. If you’re on a mission to make a difference, there’s no time to waste.
Your time is NOW!
You’ve already invested in a credential – don’t let it get dusty on the shelf. Call me today to discuss your thoughts and see if you’re a good fit for my program. What are you waiting for?
