Talking to Lottie Kent - Financial Adviser/Coach

Working with a financial expert/coach including financial modelling

Please go to the questions and answers that interest you by using the video time indicators below -

0.00-2.00 – Introduction

02.00 – 10.00 –  How can you help the couple prepare for their first financial mediation session- establishing priority needs, collecting the right information and understanding this financial.

10.00 – 12.00 –  Helping to give clients the knowledge, tools and confidence so that the couple are on a level playing field when they discuss their finances and reach agreements together.

12.00 – 14.30 –  Can you help the couple work with other experts such as pension, tax, mortgage, earning capacity, business experts and so.

14.30 – 16.30 –  How can you help the couple work with the information in the mediation session to come up with solutions that work for them.

16.30 – 18.00 –  What are the benefits of working with the financial expert during the mediation session?

18.00 – 19.00 –  What do you mean when you talk about financial modelling. What is it, what are the benefits.

19.00 – 25.00 –  Demo of Financial modelling. Helping to visualise your financial future…

26.25 – 28.00 – How does financial modelling integrate with the mediation process?

28.00 – 31.00 –  How can you support the couple once they have reached their financial agreement in mediation, helping the couple to plan for the future

31.00 –  How to contact and instruct Lottie Kent so that you can work with her in mediation.

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