The role of Connie Smith, CDFA™, is to assist the client and his/her attorney to understand how the financial decisions he/she makes today will impact their financial future based on certain assumptions. There are many different roles Connie Smith will play in her work with lawyers and her clients.
- Strategist/Litigation Support
- Financial Expert
- Client Expectations Manager
- Data Collector/Budget Preparer
- Evidence Presenter
The role of Connie Smith is to help the client and/or the attorney develop a more equitable financial divorce settlement.
Your Money, Your Plan!
When you take control of your finances, rather than letting them control you, you can live life more fully. Regardless of your age or life stage, you can make financial decisions that move you toward your goals.