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The neutral financial professional assists clients in reaching lasting agreements during the collaborative process. Having the neutral financial professional involved facilitates better financial decision-making for the couple and educates the couple about the financial consequences of various settlement options.
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Brooke Cassady, CFP
PWM Financial Planner Private Wealth Management BAIRD The Perry Richey Group 270-467-9964 bcassady@rwbaird.com theperryricheygroup.com |
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David Matsumoto, CPA, CDFA, CFE
Crescendo Accounting, PLLC 106 Public Square, Ste. 7 Gallatin, TN 37066 615.944.3482 david@crescendoaccounting.com crescendoaccounting.com |
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