Nanette provides financial planning and investment management services to her clients to assist them in reaching their financial goals. She brings her love for organizational effectiveness in providing simple and effective solutions to complex problems. Nanette joined Solomon Financial Advisors to be able to provide holistic and relationship-oriented financial planning services to her clients. She holds a master’s degree in Personal Financial Planning as well as the Certified Financial Planner™ (CFP®), Certified Divorce Financial Analyst® (CDFA®), Accredited Wealth Management AdvisorSM (AWMA®), and Chartered Retirement Planning CounselorSM (CRPC®) professional designations.
As a CFP® professional, Nanette deeply understands the pivotal role that a solid financial foundation plays in shaping a secure future. Tailoring advice to each individual’s unique circumstances, she offers guidance on a spectrum of financial aspects including retirement planning, investment management, insurance analysis, estate planning, and educational funding. Nanette focuses on a client-centric approach underscored by integrity and proficiency.
In her capacity as a CDFA®, she brings a specialized skill set to assist individuals navigating the complexities of divorce. By providing insights into the intricate financial dimensions of divorce proceedings, she ensures that her clients gain a comprehensive understanding of the ramifications of their choices. Collaborating with legal teams and mediators, Nanette contributes to the creation of balanced and viable financial settlements. She is the founder of www.BeginAgainFinancials.com to provide analysis for those who are currently going through a divorce. For individuals who have already gone through a divorce, she is available to provide continued financial advice and education through Solomon Financial Advisors.
Nanette lives in Lehi with her husband. In her free time, she enjoys dancing, sewing, hiking, and being outside in Utah’s great outdoors.
** Raymond James is not affiliated with Begin Again Financials.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.