• VELOCITY is for holders of the CDFA® credential who are serious about building a niche business and want an industry leader to guide the way.
• VELOCITY is a comprehensive 12-month training program for ambitious CDFA® holders who want to grow and sustain a profitable business in the divorce niche generating up to $250,000 per year.
This 12-Month Program Includes Training In:
Finding Your Niche
Processes and Procedures
Executive Compensation
Separate Property Tracing
Collaborative Divorce
Marketing and Advertising
Business Structure and Legal Issues
Small Business Valuation
Team Building
Wealth Conversion
Pricing and Offers
Creative Settlement Structures
Financial Forensics
Expert Witness Testimony

24 Learning Units
Group Strategy Session
One Live Zoom Call on the 2nd Wednesday of the Month
One 30-min Coaching Call with Nancy or an Associate CDFA Per Month
Three 2-day In-Person Conference-Style Training Weekends in January, May, and September
Opportunity for CDFAs Casework as a Contractor for Smarter Divorce Solutions
15 CE Credits at Completion of Program
On-Demand Webinars
New Bonus Content Trainings
Lifetime Access to the Training Platform
Access to Rebranding Documents
Graphic Design and Marketing Support
25% Off Consulting Services – Handle your first cases with confidence by having Nancy as your personal consultant at a discounted rate for up to 10 hours!
Special Savings on VIP days and other New Programs!
Additional Bonus!
• Discounted Ticket to Business Blastoff LIVE!
Real Stories of Transformation
“I am building a very good stand alone platform for this business that would have been more difficult to do combined with my Advisory practice. The program has given me good insights on options for working in this field and who I want to help and the marketing strategies to target these people.”
Would you recommend VELOCITY to other CDFAs looking to ramp up their businesses? Why?
“Yes. This area has a lot of nuances that are difficult to understand without working in the field. It is great to have Nancy as a resource as well as the rest of the group especially for some of the technical questions.”
What advice would you give a CDFA that was considering VELOCITY?
“Decide how you want to use your CDFA. If you would really like it to be a core part of your growth strategy, VELOCITY is a good fit.”
—Julie, VELOCITY Member
—D.B., VELOCITY Member
—Derek, VELOCITY Member
—Sue, VELOCITY Member
If you are serious about putting your CDFA® designation to good use you NEED to enroll in VELOCITY! It pays for itself!”
—Andrew, VELOCITY Member
—Barbara, VELOCITY Member
—Andrew, VELOCITY Member

#1 trusted source for information & courses that will ensure your success as a Divorce Financial Planner.

Step-by-Step 12 month program for CDFA® holders who want to grow & sustain a profitable business.

Two Day workshop for Divorce Financial Planners to design your divorce niche & complete your roadmap to success!