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EP 29.23 - Amy Valdivia, CDLP® with Partner, General Counsel, and Wealth Advisor, Patrick Kilbane

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Manage episode 414385234 series 3450061
Content provided by Divorce Lending Association. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Divorce Lending Association or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Unlock invaluable insights on finding your ideal legal team in the latest episode of the Divorce Podcast by the Divorce Lending Association. Host Amy Valdivia, CDLP, chats with General Counsel and Wealth Advisor, Patrick Kilbane, revealing why the perfect fit is crucial for navigating your divorce journey effectively.
More about Patrick: Pat joined Ullmann Wealth Partners to assist, guide, and support individuals before they begin the dissolution of marriage process. Before joining the firm, Pat routinely worked with the firm to ensure his high-net worth clients made wise financial decisions before, during and after divorce. By leveraging Pat’s wealth of family law experience and joining forces with our team of experienced Certified Divorce Financial Analysts, Ullmann Wealth Partners’ clients have unmatched resources, confidence, and knowledge as they navigate the divorce process.
#Divorce #DivorcePodcast #CDLP #WealthManagement #DivorceTeam

www.DivorceLendingAssociation.com

Visit www.divorceworkshop.com for more information and to take back control.
At the Divorce Lending Association, our mission is to help divorcing homeowners make more informed decisions regarding their home equity solutions and the divorce team identify any potential conflicts between the divorce settlement, the mortgage, and real property.
Divorce Mortgage Planning is the ability to put into play the desired outcome by pairing the needs and options available while incorporating the necessary details and clarity into an executable settlement agreement to obtain closure and peace of mind successfully.
Are you going through a divorce and need information on refinancing your mortgage or buying anew home once the divorce is final? Often conflict arises out of a lack of knowledge. We have an amazing workshop available allowing you to take control of your situation and divorce mortgage planning so you are in a stronger position to negotiate while removing conflict and unrealistic expectations.
Visit the Divorce Lending Association for resources and strategies on divorce mortgage planning.

  continue reading

217 episodes

Artwork
iconShare
 
Manage episode 414385234 series 3450061
Content provided by Divorce Lending Association. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Divorce Lending Association or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Unlock invaluable insights on finding your ideal legal team in the latest episode of the Divorce Podcast by the Divorce Lending Association. Host Amy Valdivia, CDLP, chats with General Counsel and Wealth Advisor, Patrick Kilbane, revealing why the perfect fit is crucial for navigating your divorce journey effectively.
More about Patrick: Pat joined Ullmann Wealth Partners to assist, guide, and support individuals before they begin the dissolution of marriage process. Before joining the firm, Pat routinely worked with the firm to ensure his high-net worth clients made wise financial decisions before, during and after divorce. By leveraging Pat’s wealth of family law experience and joining forces with our team of experienced Certified Divorce Financial Analysts, Ullmann Wealth Partners’ clients have unmatched resources, confidence, and knowledge as they navigate the divorce process.
#Divorce #DivorcePodcast #CDLP #WealthManagement #DivorceTeam

www.DivorceLendingAssociation.com

Visit www.divorceworkshop.com for more information and to take back control.
At the Divorce Lending Association, our mission is to help divorcing homeowners make more informed decisions regarding their home equity solutions and the divorce team identify any potential conflicts between the divorce settlement, the mortgage, and real property.
Divorce Mortgage Planning is the ability to put into play the desired outcome by pairing the needs and options available while incorporating the necessary details and clarity into an executable settlement agreement to obtain closure and peace of mind successfully.
Are you going through a divorce and need information on refinancing your mortgage or buying anew home once the divorce is final? Often conflict arises out of a lack of knowledge. We have an amazing workshop available allowing you to take control of your situation and divorce mortgage planning so you are in a stronger position to negotiate while removing conflict and unrealistic expectations.
Visit the Divorce Lending Association for resources and strategies on divorce mortgage planning.

  continue reading

217 episodes

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