Most of my offline client meetings (not including the entire team) involve both the attorney and the client. It’s important that we have a set meeting purpose that is relevant to where we are on the roadmap and that we make sure we accomplish what is possible for the need of each role. In most cases, these meetings are to prepare the client for joint option development or later meetings. MHPs: I love having these offline meetings on Zoom because I keep interests open on one screen … [Read more...]
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Tasha Rock, CFP®
Tasha Rock, CFP® is an Austin-based financial professional who works with Collaborative teams as a financial neutral (dual advocate) to facilitate and educate in an effort to minimize damage often caused through the divorce process.