![]() She is a Master Analyst in Financial Forensics (MAFF), a Certified Valuation Analyst (CVA), a Certified Divorce Financial Analyst (CDFA), a Collaborative Law Financial Expert, and holds the Chartered Retirement Planning Counselor (CRPC) designation. She has 25 years of professional financial experience and dedicates most of her time toward Family Law matters. In her free time, she enjoys hiking, riding her motorcycle, and spending time with her four children and three grandchildren.ĭenise is the Managing Director of Divorce Strategies Group, LLC. She has published articles in Huffington Post,, was the featured advisor in Morningstar Magazine, is the author of Divorce Is Not For Dummies, How To Cover Your Assets and a contributing author in Stress Free Divorce Volume 2, Conversations With Leading Divorce Professionals. Nancy was the Finance Director for the National Association of Women Business Owners,20, the 2015 NAWBO Business Owner of the Year, the 2014 Finalist in the BBB Business Ethics Awards, was on the 2014 National Board of Advisors for the Institute for Divorce Financial Analysts, and is a frequent volunteer for the Fresh Start Foundation for Women. 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 a trained mediator. In 2016, Nancy founded the Divorce Financial Planner Training Center to offer continuing education to CDFA® holders everywhere. The majority of her career was with Charles Schwab in their Private Client division until she went independent in 2011 where she continues to provide full-service financial planning and investment management in addition to the divorce services as a Certified Divorce Financial Analyst at Smarter Divorce Solutions. Nancy has been a financial advisor and planner since 1999. Nancy founded Smarter Divorce Solutions in 2011 after going through her own less-than-optimal divorce. ![]() THANK YOU!” Rana Davidson, CDFA® | Past Velocity Member Shameless plug!!! If you are serious about building a CDFA practice and doing it at a high-quality level of service, I truly don’t know how you would do it without a foundation like Velocity. I look forward to continuing on with the support of Nancy and my amazing accountability partners that I’ve met through the program. Within one year, I now have clients and have built a network of professionals that I never would have created without the encouragement and handholding of a pro like Nancy (and her team). Nancy has truly helped me to feel the fear and do it anyway and I will always be grateful. AND HOW TO ACTUALLY DO THE WORK – and do it well and in a way that I feel proud of. I had just earned my CDFA designation and had no idea where to start when I showed up to Velocity.įrom pitching a CDFA service line to my bosses, creating my own website, brochure, business cards (all with the help of the talented Robin Anderson) to knowing what agreements I need to provide, how to network and who to network with, what to say at initial consultations with clients, how to price my services – and what services to even offer in line with my values – Nancy’s program covered it all. Nancy’s program gave me the confidence and tools I needed to start a CDFA service offering from the ground up and provided personalized guidance every step of the way. ![]() ![]() “Just finished up my year as part of Nancy Hofman Hetrick’s Velocity program and just wanted to say a huge THANK YOU to Nancy and her team.
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