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What is a Certified Divorce Financial Analyst (CDFA) and why do I need one?

Today, Shanna Tingom explains what it means to be a Certified Divorce Financial Analyst, and why it's so important to have one  when you enter the divorce process.  She explains her experience and why she got this certification.   We also cover how a CDFA can work with  other professionals, such as attorneys and mediators.  

Resources:

Second Saturday Divorce Resource Workshops

Women's Institute for Financial Education - wife.org

Heritage Financial Website

Call Heritage Financial at: (480) 397-1184

Shanna often gets asked to evaluate other advisors' portfolios and, as part of my services she is constantly evaluating my clients investments.  Today, we will talk about how she does that.  What tools and  technology she uses, and you should use, when evaluating your investments.   Also:

• What does her Fiduciary Obligation mean when it comes to evaluating clients' 
• investments?  
• Why does it sometimes seem other people's investments are performing so much higher?
• How can a client see how they are doing?  What questions should they ask you?  

Resources:

Heritage Financial Website

Call Heritage Financial at: (480) 397-1184

Last episode we talked about the differences between Financial Planning and Investment Management. Today, we dive into Shanna's investment philosophy.   This includes what she believes, and more importantly, what she doesn't believe. This will offer some insight into what you'll get if Shanna manages your investments.

What is an investment philosophy?

Why is it important to understand your advisor’s investment philosophy?

Shanna's investment philosophy and how she manages the buying and selling of investments.

What kinds of investments should you be cautious of?

What kinds of investments won’t Shanna help you with?

Resources:

Heritage Financial Website

Call Heritage Financial at: (480) 397-1184

In our second episode, Shanna talks about the differences between Financial Planning and Investment Planning. Having a solid foundation is so important, but getting that personal touch really makes a difference.

Also, don't try to hide money from your financial advisers. Especially if it's a $500,000 Lamborghini.

For more information. to book an appointment with Shanna, or to check out many of Heritage Financial's resources, click here.

Walking in to a financial adviser's office can be scary.  In our first episode, Heritage Financial's Shanna Tingom, AAMS, CFDA, takes you through the process.

It's important  to have an open, honest relationship with your financial adviser. There's no need to be embarrassed over past mistakes, or even what your parents taught (or didn't teach) you.  Shanna explains the financial models she has, and is transparent about how she's compensated.

For more information. to book an appointment with Shanna, or to check out many of Heritage Financial's resources, click here.

Shanna Tingom wasn't planning on becoming a financial adviser. But she wanted to learn about money and planning.  So she met with an adviser in her hometown.  That meeting took a jaw-dropping twist that set her on her path.  You'll have to hear it to believe it.

Book a meeting with Shanna here.