Dec 30, 2021
This week, Kimberly Nelson returns to the show! We are talking about financial infidelity including how to recognize it and what to do if you find it’s happening to you. Kimberly shines a light on some of the red flags of someone being financially deceitful, why it’s important to exercise your financial agency, and explains why being aware of your finances matters for your divorce.
As an Advisor at Coastal Bridge Advisors, Kimberly Nelson focuses on bringing clarity and control to her clients’ financial lives. She works with them to create a strong foundation for financial health through innovative, objectives-based wealth planning solutions with an emphasis on marriage dissolution and transition.
There are numerous types of infidelities; emotional, sexual, and relational. And there is financial infidelity, which is very hard to undo and recover from. Listen to this episode to hear how you can avoid it and what to do if you think it’s happening to you.
Learn more about Kimberly:
Kimberly has been working with high-net-worth divorcees in the LA area for more than 15 years. She understands the challenges women face when navigating an overwhelming bevy of attorneys, accountants, insurers, and other advisors during the dissolution process. She values the strong relationships she builds with her clients and is dedicated to enhancing the quality of their lives, believing that ongoing successful wealth oversight requires collaboration between investor and advisor.
She became a CFA Charter holder in 2012 and maintains a steadfast dedication to both her education and that of her community around financial matters. She’s actively involved in the financial literacy efforts of the Los Angeles Center for Law & Justice (LACLJ) and serves as a board member and treasurer of Grades of Green, a non-profit that works to instill environmental awareness in the minds of elementary school students.
Resources & Links:
Information and links can also be found at: https://kateanthony.com/podcast/financial-infidelity-with-kimberly-nelson/
TODAY’S EPISODE IS SPONSORED
SHOULD I STAY OR SHOULD I GO?