Susan Nardi is a Certified Financial Planner (CFP®) and a Chartered Financial Divorce Specialist (CFDS). She is the Vice-President of the Sudbury Collaborative Practice group.
As a Chartered Financial Divorce Specialist, Susan has specialized training in matters related to separation and divorce. Susan provides neutral unbiased support to both individuals and couples. She can be engaged at anytime in the process of separation and divorce: at the beginning to help collect financial data, providing analysis during the proposal phase and closer to the end to evaluate scenarios. You will feel more educated and knowledgeable about your financial situation, be in a position to make educated, well-thought- out decisions and move forward with confidence.
“I have seen the Collaborative process in action and it works! I truly believe that families are better off when they work together (with help from their team) to make decisions.”
Susan also acts as an Investment fund advisor with HollisWealth, a trade name of Investia Financial Services Inc. However, when working with clients as a CFDS, she acts in the sole capacity of a Financial Divorce Specialist and not as an Investment fund advisor.