Barbara Norman is the CEO of Sage Path Solutions, a boutique firm that offers financial planning for divorced and widowed women. She is the author of the bestselling book, “How to Be Happily Divorced.” She hosts a weekly podcast, The Happiest Chapter, where she explores financial planning, legal, tax, and motivational life topics for divorced and widowed women. She is a fee-only advisor and adheres to the CFP® Board’s strict fiduciary standard of putting her customer’s needs first. She is a graduate of UCSD, a Certified Financial Planner™, a Chartered Financial Consultant, and a Certified Divorce Financial Analyst. She is a professionally trained speaker and storyteller and enjoys taking on complex topics and making them easy to understand and relate to.
Listen to this informative Legacy Leaders episode with Barbara Norman about Helping Divorced and Widowed Women, Embracing Transitions, The Importance of Charitable Planning in IRAs, Being a Trusted Advisor and The Complexity of Financial Planning.
Here is what to expect on this week’s show:
Discover the power of financial planning for divorced and widowed women to regain control and create a brighter future
Unlock the secrets of strategic charitable planning for tax minimization and maximize your impact while saving money
Become the go-to trusted financial advisor in your community and guide others towards financial empowerment
Shed light on the lack of transparency in financial planning and gain the knowledge to make informed decisions
Embrace the importance of education in financial decision-making and pave the way for a joyful life transition
Connect with Barbara Norman:
Website: https://www.sagepathsolutions.com/
LinkedIn: https://www.linkedin.com/in/barbara-norman-ceo-sage-path-solutions-cfp%C2%AE-chfc%C2%AE-cdfa%C2%AE-a7b83a29/
Instagram: https://www.instagram.com/sagemoneyconversations/
YouTube: https://www.youtube.com/@barbaranormancfp4490
Barbara’s Book: https://www.amazon.com/How-Happily-Divorced-Marriage-Wanting/dp/B0BV4LBS7C
Email: bn@sagepathsolutions.com
With your Guest Host: Rod Hatley
Rod Hatley, the founder of Hatley Law Group APC, embarked on his journey to become an estate planning attorney after experiencing a devastating seven-year probate process for his father's estate. His father's lack of preparation for passing on his assets led to lengthy delays and significant costs. Rod initially worked in personal injury litigation and served in the U.S. Navy JAG Corps, earning two Navy and Marine Corps Commendation Medals. In 1995, driven by his personal experience, he pursued a Master of Laws in tax law at the University of San Diego and shifted his focus to estate planning, trust, and probate law. Rod is licensed to practice in California and Tennessee. Outside of his legal practice, he enjoys scuba diving, snorkeling, and volunteering for charitable organizations like the American Cancer Society and Nice Guys San Diego.
Connect with Rod Hatley:
Website: https://hatleylawgroup.com/
LinkedIn: https://www.linkedin.com/in/rodneyhatley/
Facebook: https://www.facebook.com/HatleyLawGroupAPC/
Twitter: https://twitter.com/rodneyhatley
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