The role of Financial Specialists in Collaborative Law
Aug 08 2022
39 mins
This episode features:Maryann Nelson, Financial Specialist, CDFA (TM), Owner of The Best Laid Plan. Maryann has over 35 years of experience in helping small businesses and individuals fulfill their financial goals. Kelly Deis, MBA, CVA, CEPA, CDFA, President and Founder of Soundpoint Consulting. Kelly brings with her over 20 years of experience in various financial consulting engag