Kimberly Nelson, CFA® speaks on struggling couples’ and jointly held assets
Some conflicting financial habits are an easy fix, but it’s important to not lose sight of the bigger picture. How do couples struggling financially address assets held jointly?
According to Kimberly Nelson, CFA ® and CDFA®, financial advisor at Coastal Bridge Advisors, the answer is creative solutions and compromises.
Read how she helps couples manage joint assets here: https://lnkd.in/emPyx8Wc
#WomenandDivorce #FinancialPlanning #WealthManagement #iwd2023
Disclosure: This material by Coastal Bridge Advisors is for informational purposes only and is presented solely as an illustration of the typical Advisor experience. Coastal Bridge Advisors does not provide tax or legal advice, and nothing contained in these materials should be taken as tax or legal advice. Unique client experiences and past performance do not guarantee future results.
