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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.
Brooke Cassady, CFP
PWM Financial Planner Private Wealth Management BAIRD The Perry Richey Group 270-467-9964 bcassady@rwbaird.com theperryricheygroup.com |
David Matsumoto, CPA, CDFA, CFE
Crescendo Accounting, PLLC 106 Public Square, Ste. 7 Gallatin, TN 37066 615.944.3482 david@crescendoaccounting.com crescendoaccounting.com |