Rochelle Poulton with X Firm Jesus Verdugo with Market Mortgage Capital and Nancy Hetrick with Smarter Divorce Solutions E7
In a time of crisis, it is important to have people in your corner. Tune in to this episode of Collaborative Connections to hear from Rochelle Poulton of X Firm PLLC, Jesus Verdugo of Market Mortgage Capital, and Nancy Hetrick from Smarter Divorce Solutions. They gave some great advice, resources and tips about divorce, real estate, financial planning, and credit repair.
X FIRM is a law firm assisting people and businesses with Financial Transaction Planning.
Rochelle Poulton is an attorney, author, public speaker, and co-hosts the Lawgitimate Podcast. Rochelle operates several consumer rights businesses, including X FIRM, AZ Credit Law Group, Parachute Bankruptcy, Silverbell Credit, Next Level Debt Solutions, and Sunrise Student Loan Salvation.
Rochelle is also a licensed real estate agent with Realty Executives, and just published her first book, The Beginner’s Guide to Good Financial Health.
Market Mortgage Capital is a full service mortgage lender providing customized solutions based on our client’s specific situation and personal goals to help them obtain the loan they deserve. We are not solely in the lending business, we are in the partnership business. We pride ourselves on three key pillars:
1. Personal service for custom lending solutions.
2. Leading technology at your fingertips.
3. Serving our exclusive clients 8 days a week
Jesus “Art” Verdugo has over 15 years of experience in real estate finance, helping people finance everything from their first home through growing their real estate portfolio.
He has served the Arizona community by providing financial literacy education, working as a liaison between emerging market communities and corporate financial institutions, and serving on the board of not for profit organizations. It is his belief that real estate professionals have the responsibility to help their clients establish and preserve financial independence.
Nancy Hetrick and Leslie Blue offer the best of financial planning with the intricacies of divorce mediation and experienced legal document preparation to help you structure a settlement solution that allows both of you to keep more of your own money.
They look at tax optimization, accurate valuation of all assets, and the long-term impacts of any settlement you consider. It’s called MediationPlus®. It’s time for Divorce Done Differently! Let them help you be the best divorced family you can be.
Nancy founded Smarter Divorce Solutions in 2011 after going through her own less-than-optimal divorce. She has been a financial advisor and planner since 1999. She provides full-service financial planning and investment management with Better Money Decisions in addition to her role 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 is trained in both mediation and Collaborative Divorce. Nancy is on the board of directors with the Collaborative Professionals of Phoenix, an Advanced Practitioner Member of the Association of Professional Family Mediators, 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, and was on the 2014 National Board of Advisors for the Institute for Divorce Financial Analysts.
She is the author of Divorce Is Not For Dummies, How To Cover Your Assets and Divorce Financial Planning: Building a Successful Niche Practice, and co-authored The Stress-Free Divorce, Volume 2.has published articles in Huffington Post, DivorcedMoms.com, was the featured advisor in Morningstar Magazine.
In her free time, she enjoys hiking, riding motorcycles, and spending time with her 4 children and 3 grandchildren.
About the Show
Kelly Lorenzen started the “Collaborative Connections” show to bring her clients and favorite charities together to meet each other, connect and collaborate in life and business. She hopes to build a stronger community one show at a time.
About Our Sponsor
KLM Consulting is a business concierge and project management firm. They help small business owners and non-profits build, brand and brag about their businesses.
About Your Host
Kelly Lorenzen, CEO of KLM Consulting, is an award-winning entrepreneur with over 15 years of business-ownership experience. She is also a certified project management professional.
Kelly’s expertise is in business development, customer service, marketing, and sales.