Separate Property Tracing Subtleties

Separate Property Tracing Subtleties

Separate Property Tracing Subtleties June 27, 2022 Nancy Hetrick, CDFA®, MAFF®, AWMA® Divorce Work Teaches Something New on EVERY Case! I was hired by an attorney and client, Husband, to review and rebut a Separate Property Tracing done for the Wife’s retirement...
What Every High Achiever Has Conquered

What Every High Achiever Has Conquered

What Every High Achiever Has Conquered June 6, 2022 Nancy Hetrick, CDFA®, MAFF®, AWMA® When you observe high achievers, what do you think? I used to think things like, “They have something I don’t have. They were obviously very lucky. There’s no way I could ever...
Stepping It Up

Stepping It Up

Stepping It Up May 27, 2022 Nancy Hetrick, CDFA®, MAFF®, AWMA® I had a really fun initial consultation yesterday. A gastroenterologist physician married to a nurse anesthetist. Fall right into my ideal client avatar! The fun part was when I asked him how he heard of...
How a Pandemic Changed My Business

How a Pandemic Changed My Business

How a Pandemic Changed My Business May 17, 2022 Nancy Hetrick, CDFA®, MAFF®, AWMA® As we largely have returned to some semblance of new normal after the Pandemic, I realized this week that my business looks very different now. In March of 2020, as the world went into...

Talk to us today to discover the right solution for your specific situation.

Whether you just received your CDFA® accredidation, or you are ready to take your business to the next level, let's get started today!

We will contact you shortly to learn more about your business, and get you setup with the right support that meets your business needs.

Start Using Your Personal Retainer Agreement Template Today!

This is your ready-to-brand Retainer Agreement. When that first client is ready to hire you, you’ll have what you need to for a successful engagement.

Check your email!