EP: 147.23 - Financial Clarity in Divorce: Why Consulting with a CDFA Is Key to Securing Your Future Stability with Adam Coleman, CDLP® and Mike Sherman

Please join Adam Coleman, CDLP® with the Divorce Lending Association as he interviews Mike Sherman. 

After years in the financial services industry, Sherman Wealth Solutions LLC was founded by Michael Sherman, CPA, CFP®, CPFA, CDFA® in 2022 to provide a customized approach to financial planning. 

As Mike’s career progressed from starting as an analyst to a partner, he realized the service offerings provided by his prior firms were not wholistic financial planning, but more focused on just the investment aspect. 

As time went on, he recognized that most affluent clients were not strategically taking advantage of all the options they had available to them. He recognized that in order to better serve clients, a new business model had to be provided which strongly integrated financial planning with tax planning. With this integration, clients would get an idea of how much they owed for their tax liabilities which gave them the ability to make more sound financial decisions 

Another issue that Mike wanted to solve was providing quality financial advice to high-net-worth individuals and business owners without them having an asset minimum. He realized these consumers were not being served and created a financial planning only model where they did not have to have a certain level of assets to receive quality planning. 

Mike’s intentions came to fruition by starting Sherman Wealth Solutions LLC to provide customized solutions to clients and to make a difference in their lives.

Michael.Sherman@shermanws.com
O  980.350.0170
F   980.350.0180
www.shermanws.com

301 S. McDowell Street 
Suite 130
 Charlotte, NC 28204

#CDLP #Divorce #DivorceMortgagePlanning #DivorcePodcast #FamilyLaw #Mediation #DivorceCoach #CDFA 

Visit www.divorceworkshop.com for more information and to take back control.

At the Divorce Lending Association, our mission is to help divorcing homeowners make more informed decisions regarding their home equity solutions and the divorce team identify any potential conflicts between the divorce settlement, the mortgage, and real property.

Divorce Mortgage Planning is the ability to put into play the desired outcome by pairing the needs and options available while incorporating the necessary details and clarity into an executable settlement agreement to obtain closure and peace of mind successfully.

Are you going through a divorce and need information on refinancing your mortgage or buying anew home once the divorce is final? Often conflict arises out of a lack of knowledge. We have an amazing workshop available allowing you to take control of your situation and divorce mortgage planning so you are in a stronger position to negotiate while removing conflict and unrealistic expectations.

Visit the Divorce Lending Association for resources and strategies on divorce mortgage planning.