Adam Coleman, AFC®, CDLP®
Financial Planner, Divorce Mortgage Planner
he/him16 years experienceCharlotte, NC
About
As a fee-only Financial Planner I provide both hourly financial advice along with ongoing financial planning without any of the requirements to manage your investments or sell products. As a Certified Divorce Lending Professional (CDLP®), I focus my practice on helping divorcing homeowners and divorce professionals to provide strategic solutions to help divorcing homeowners make more informed decisions regarding their home equity and/or home purchase options. I work with the divorce team to identify any potential challenges and opportunities related to the the real property, the divorce settlement, and divorce mortgage planning.
Specializations
Languages Spoken
Communication languages available
English