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Denise French of The Woodlands, a Certified Divorce Financial Analyst, joins us to talk about the particular challenges in developing a financial plan during divorce. Michell Bradie of Bradie, Bradie & Bradie, a member of TWBH Roundtable of Business Experts, brought her legal acumen to the question of how to handle ‘Sibiling Rivalray in Estate Planning.” Phil Sanchez, the CEO of Avantis Healthcare, provided an update on how his company is helping doctors navigate the challenges of the changing healthcare system. Finally, Rick offered the Silver Fox Advisors tip of the week, “Why you should have lunch with a Smart Person.” Lots of topics and great information that we hope you can use to build and better run your business.
About the guest
Denise has a background and provides services in many areas of financial planning. Her practice specializes in Divorce Financial Planning, an area in which she has earned her Certified Divorce Financial Analyst certification. She also provides more general planning in the areas of tax, life and long-term care insurance and estate, retirement and college planning. Her community involvement includes being a child sponsor and advocate for Compassion International and serving in a variety of local school positions including being the current President of Lamar Elementary PTO.