September 30, 2020

Glenn Crawford, “Tips To Plan For The Bank Of You”, on Breathe Into The Unknown with DeDe Hallerman Podcast, episode 113

Tips To Plan For The Bank Of You

Glenn Crawford is a Wealth Management Advisor, CDFA® (Certified Divorce Financial Analyst), his sole mission is to provide those he serves with better financial outcomes using a holistic approach to financial and retirement planning.  His service is aimed to ultimately help people get over a roadblock or overcome an obstacle getting in the way of their goals.
 
Glenn see's himself as a "Coach for Your Financial Well-Being" as he assumes the coaches character in educating and communicating people on financial concepts without using financial jargon.
 
He also holds a CDFA® which means he is certified to help people understand the value and division of assets and further the implications of the unique financial decisions that have to be made in the divorce process.  The aim is the help the client and their legal representation get the best financial outcome.  
 
Episode Highlights:
 
  • The "coach approach" to financial decision making
  • Collaborative Divorce and the Vesta divorce process
  • How football is like financial planning
  • What does it mean to play the whole game?
  • Be good to yourself; Take care of the bank of you!
Connect with Glenn Crawford:
 
glenn@strategicdivorceplanning.com for those who need help with Divorce Financial Advice
gcrawford@srcmadvisors.com for those who need financial advisory services

https://srcmadvisors.com/glenncrawford/ 

https://www.strategicdivorceplanning.com/about-us/ 

https://www.linkedin.com/in/glenn-crawford-cdfa%C2%AE-171777/ 

 

Connect with DeDe Hallerman:

dede@dedehallerman.com

Follow DeDe Hallerman and the BREATHE INTO THE UNKNOWN podcast on social media for updates, tips, and information:

DeDe Hallerman on LinkedIn

Breathe Into the Unknown Podcast Facebook

DeDe Hallerman Instagram

And to make you or someone else smile....

Shop Just Breathe, where my professional work meets my passion for creativity. I have curated an array of thoughtful, feel-good products to celebrate the mind, body, and soul.

https://dedehallerman.com/just-breathe/

  

 

 

 

 

 

More episodes

Load more

Podbean App

Play this podcast on Podbean App