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Clari M Nolet CDFA®, CFP®, MBA
Team Hewins
203 Redwood Shores Parkway |
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My Story and Mission:Hi there, I'm Clari Nolet, a CERTIFIED FINANCIAL PLANNER™ professional, Certified Divorce Financial Analyst® practitioner, and senior financial advisor at Team Hewins. I understand that divorce is a difficult and emotional experience that can impact many aspects of your life, including your finances. As someone who has been through a divorce myself, I bring a unique perspective to my financial advisory services. My goal is to empower women in transition and help them make informed financial decisions that positively impact their future. I understand that you may feel overwhelmed and uncertain about your financial situation during and after divorce. That's why I work closely with my clients to provide a clear picture of their current financial situation and help them set and achieve their goals. With my extensive experience as a financial advisor, I've helped many clients navigate the complex financial landscape of divorce. I can serve as an expert witness in divorce cases and offer seminars on the topic. But what matters most to me is the impact that I can have on your life. My aim is to help you visualize the future impact of tradeoffs and decisions that need to be made now so that you can move forward with confidence. I am here to assist you in organizing and building your financial life so that you can reinvent yourself and achieve financial security. My approach is client-focused, and I will be with you every step of the way. When I'm not working, I enjoy playing tennis and supporting environmental causes.
Contact me today to learn how I can help you achieve your financial goals and secure your future during and after divorce. Our Approach and Services:At Team Hewins, we are committed to offering the highest level of planning proficiency and proactive guidance to help our clients overcome challenges and navigate the complex financial aspects of divorce. We understand that every client's situation is unique, so we offer personalized attention and support to help our clients achieve financial stability and peace of mind. Our experienced professionals provide comprehensive financial planning services, including, spousal support analysis, cash flow and expense management, asset review and tax and estate planning. We can even help you build your professional team— which might include a CPA, estate attorney, and insurance specialists, depending on your needs.Our ultimate goal is to help our clients emerge from the divorce process with a strong financial foundation and a bright future ahead, through effective strategies tailored to your needs--now and in the long-term. Get the financial support you need during divorce. Contact us to learn more.
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800.875.1760
