How To Live A Full Life With Heather Locus, CPA, CFP, CDFA, Owner, National Divorce Practice Group Leader, at BDF with over $4 Billion in AUM

My guest today is Heather Locus, CPA, CFP, CDFA, Owner, National
Divorce Practice Group Leader, at BDF with over $4 Billion in
assets under management. Heather helps her clients live a full life
by understanding her client's goals and what a full life means to
them. Armed with that knowledge, she builds a sound long-term plan.
After all that is accomplished, she builds an investment strategy
to help them accomplish their goals. Heather is also well versed at
helping couples financially navigate a divorce and raise children
with healthy values with respect to money. This is a great episode
and I hope you enjoy it as much as I do. Disclaimer: No
representation is being made that any strategy shown will or is
likely to achieve results similar to those shown in this
presentation. BDF does not provide legal, tax, insurance, social
security or accounting advice. Clients of BDF should obtain their
own independent tax, insurance and legal advice based on their
particular circumstances. The information herein is provided solely
to educate on a variety of topics, including wealth planning, tax
considerations, insurance, estate, gift and philanthropic planning.
Past performance may not be indicative of future results. 
Different types of investments involve varying degrees of
risk.  Future performance of any investment or wealth
management strategy, including those recommended by Balasa Dinverno
Foltz LLC (BDF), may not be profitable, suitable for you, prove
successful or equal historical indices.  Historical indices do
not reflect the deduction of transaction, custodial or investment
management fees, which would diminish results.  Any historical
index performance figures are for comparison purposes only and
client account holdings will not directly correspond to any such
data.  BDF clients must, in writing, advise BDF of personal,
financial or investment objective changes and any restrictions
desired on BDF’s services so that BDF may re-evaluate its previous
recommendations and adjust its investment advisory services. 
BDF’s current written disclosure statement discussing advisory
services and fees is available for review at www.BDFLLC.com or upon
request.