At Team Hewins, Clari Nolet, CFP®, Certified Divorce Financial Analyst (CDFA®) has a passion for assisting women in transition. Whether going through a divorce or losing a spouse, having a trusted partner can make all the difference. She works closely with clients’ advisors including, but not limited to family law attorneys, mediators, CPAs, and forensic CPAs. She assists women by providing a clear picture of their current situation and helps them organize and build their financial life by setting and supporting their goals as they reinvent themselves.
Contact us today to learn more about how we can help you. It all starts with a conversation.
We’re here to help you:
info@teamhewins.com
833-HEWINS8 (1-833-439-4678)
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Forbes Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings. View Patrice’s full Forbes profile here.