Olivia Summerhill works only with affluent women, protecting their lifestyle throughout the divorce process. She works closely with her clients’ divorce attorneys, mediators, and wealth managers to negotiate the most helpful financial settlements. Olivia is one of few financial professionals to hold Certified Financial Planner, Certified Divorce Financial Analyst, and Behavioral Financial Advising credentials.
Olivia has worked in the financial industry throughout her career, but made the pivot to work with this specialized market during this past year. The transition came easily, given her past work and the desire to help this group of women.
In our conversation, Olivia speaks about how she helps women during the divorce process, including:
· The big question- “Can I keep the house and my lifestyle?”
· The time to do a financial checkup.
· Finance 101 and budgeting.
· Reviewing the paperwork from life insurance, tax returns and credit card points.
Olivia also gives advice on balancing time and setting boundaries. She needs to practice what she preaches as she prepares for an Ironman!
Enjoy the show!
Connect with Olivia:
Website: www.summerhillwealth.com
LinkedIn: www.linkedin.com/in/oliviasummerhill
Podcast: https://podcasts.apple.com/us/podcast/divorce-for-wealthy-women/id1546130936?i=1000503911523
Connect with Gary:
Website: sbadvisors.cc/
Facebook: facebook.com/SmallBusinessAdvisors
LinkedIn: linkedin.com/in/gary-d-heldt-jr-388a051/
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