Collaborative Connections During A Crisis
In a time of crisis, it is important to connect and collaborate with your network. We continue to do that daily with our clients, referral partners, and build connections. One of the ways we do that is through our Collaborative Connections Radio Show and Podcast.
In a recent episode, we had Rochelle Poulton of X Firm PLLC, Jesus Verdugo of Market Mortgage Capital, and Nancy Hetrick from Smarter Divorce Solutions on with Kelly. They gave some great advice, resources, and tips about divorce, real estate, financial planning, and credit repair as well as how we all can work together during this pandemic.
Here’s the full episode…
Listen in on Apple Podcast, Spotify, Google Podcast, Phoenix Business Radio X, or live.
A little more about each of our guests and their businesses….
Rochelle Poulton with XFirm Law PLLC
Rochelle Poulton is an attorney, author, public speaker, and co-hosts the Lawgitimate Podcast. Rochelle operates several consumer rights businesses, including X FIRM, AZ Credit Law Group, Parachute Bankruptcy, Silverbell Credit, Next Level Debt Solutions, and Sunrise Student Loan Salvation. She is also a licensed real estate agent with Realty Executives, and just published her first book! (The Beginner’s Guide to Good Financial Health)
Now to learn more about XFirm Law PLLC, her current position of Managing Partner.
X Firm is a law firm assisting people and businesses with Financial Transaction Planning and is mostly focused on financial consulting. The company helps people with financial transaction planning, assisting people and businesses who are looking to achieve some in the financial results. Whether that’s buying a house or buying a portfolio of real estate, buying a business, a building, or just growing their business. X Firm helps people with financial exposure and mitigate with any liability they may have in order to achieve their goals.
Jesus Verdugo with Market Mortgage Capital
Jesus “Art” Verdugo has over 15 years of experience in real estate finance. He helps people finance everything from their first homes through growing their real estate portfolio. Jesus has served the Arizona community by providing financial literacy education, working as a liaison, and serving on the board of not for profit organizations. These liaisons have been between emerging market communities and corporate financial institutions. It is Jesus’s belief that real estate professionals have the responsibility to help their clients establish and preserve financial independence. Now to learn more about Market Mortgage Capital, his current position of Mortgage Loan Officer.
Market Mortgage Capital is a full-service mortgage lender providing customized solutions based on our client’s specific situation and personal goals to help them obtain the loan they deserve. The company is not solely in the lending business, they are in the partnership business too. Market Mortgage Capital prides itself on three key pillars:
- Personal Service for custom lending solutions.
- Leading technology at your fingertips.
- Serving our exclusive clients 8 days a week.
Nancy Hetrick with Smarter Divorce Solutions
Nancy founded Smarter Divorce Solutions in 2011 after going through her own less-than-optimal divorce process. She has over 20 years of experience in both investment management and financial planning and is the founder and a Senior Advisor with Smarter Financial Solutions. In 2016, Nancy founded the Divorce Financial Planner Training Center to offer continuing education to CDFA holders everywhere.
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 is trained in both mediation and Collaborative Divorce. Nancy was on the board of directors with the Collaborative Professionals of Phoenix 2017-2019, was the Finance Director for the National Association of Women Business Owners,2014 and 2015, 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.
She has published articles in Huffington Post, DivorcedMoms.com, was the featured advisor in Morningstar Magazine and is the author of Divorce Financial Planning: Building a Successful Niche Business, Divorce Is Not For Dummies: How To Cover Your Assets and a featured author in Stress-Free Divorce Volume 2.
In her free time, she enjoys hiking, riding her motorcycle, and spending time with her 4 children and three grandchildren.
At Smarter Divorce Solutions, Nancy Hetrick and Leslie Blue offer the best of financial planning. The top offer with the intricacies of divorce mediation and experienced legal document preparation to help structure a settlement solution. This solution will specifically ensure that it allows both the individuals to keep more of their own money. Smarter Divorce Solutions looks at tax optimization, accurate valuation of all assets, and the long-term impacts of any settlements considered. This is called MediationPlus®. With Smarter Divorce Solutions it’s time for Divorce to be Done Differently! Let them help be the best-divorced family you can be.
Tune in on the third Thursday of every month at 1:00 PM to hear amazing stories from phenomenal people that are impacting our community. Listen Live Here
Kelly Lorenzen, CEO of KLM Consulting. email@example.com, klmconsultingandmarketing.com – LinkedIn, Facebook, Instagram
Rochelle Poulton, Managing Partner at X Firm Law, PLLC. firstname.lastname@example.org, xfirmlaw.com – LinkedIn, Facebook, Instagram
Jesus Verdugo, Mortgage Loan Officer at Market Mortgage Capital. email@example.com, marketmortgagecapital.com – LinkedIn, Facebook, Instagram
Nancy Hetrick, CEO Founder at Smarter Divorce Solutions. firstname.lastname@example.org, smarterdivorcesolutions.com – LinkedIn, Facebook, Instagram, Twitter