Sentences with phrase «said financial neutral»

The clients» longtime advisors can play an important role within the collaborative paradigm, said financial neutral Cathy Daigle, a certified financial planner and owner of financial divorce consultancy Cathy Daigle.

Not exact matches

These should be answerable empirical questions for a neutral agency with financial expertise — a comptroller's office, say — an enterprising investigative journalist who can do more than gather and repeat quotes from «the sides,» or a legitimate academic expert not trying to hone an already - ground axe...
Last week, financial services provider Macquarie Group dropped Nintendo from «outperform» to «neutral» saying that the NX reveal would be next week.
Lord Monckton said the incidents reflected a pattern of willful misrepresentation by scientists with financial and professional interests that render them unsuitable to give neutral advice.
«Besides being able to bring its expertise, let alone its financial muscles, to the table, the Fund often also plays an important role as a neutral third party,» he said.
Collaborative divorce is a private dispute resolution option which requires each spouse to: (i) treat one another respectfully, (ii) be open and honest in his or her financial dealings, (iii) agree to settle things privately and not to engage in courtroom battles, (iv) hire an attorney for the limited purpose of helping the parties reach an agreement which addresses both parties» concerns, (v) utilize a neutral facilitator (which is substantially the same as a mediator except anything said in front of the facilitator may be disclosed to the other spouse), and, (vi) if there are substantial assets and liabilities, engage a neutral financial professional.
Or, if you are looking to begin the process by meeting first with a Mental Health Professional or a Neutral Financial Professional to form your team, or if you are putting together your team with your attorneys» help, much of what is said above about Collaborative attorneys is also true of the other members of your team.
For licensed real estate agents, financial planners and mortgage professionals, Homazooma says it represents the opportunity to connect with — and impress — potential clients in a neutral, permission - based context.
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