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.
Karen (verified owner) –
I loved this webinar! Particularly in divorce, the environment is ripe for high conflict personalities-thus likely a reason that party is getting divorced and this program sheds light on how to deal with such personalities so I can manage my practice and not let these high conflict people pull me out of focus-helping my clients get through the financial ramifications of divorce and make the best decisions for their future.
Nancy Hetrick (verified owner) –
Thanks so much Karen! These personalities can definitely be daunting! I’m glad you found the tools I taught helpful!
Richard H. Fogg, CFP®, CLTC, CDFA® (verified owner) –
I enjoyed the webinar and information helpful to understand the personalities that we sometimes find ourselves engaged with. The subject matter along with the presentation was easy to follow and beneficial. The process to download and submit to CDFA was quick and easy and would recommend this and other webinars from Divorce Financial Planners Training Center to other CDFA professionals.