FINANCIAL PLANNING
Simon Tanner
Dynamic Planning Partners
Simon provides unique advice on divorce and separation issues, helping people plan and protect their long-term financial security.
Simon Tanner began his career in financial services with a big box planning firm in 2001. In 2006 Simon founded, his own firm, Dynamic Planning Partners with a goal of providing custom advice and boutique service to his growing client base.
Now a 20 year veteran of the industry, Simon's practice focuses on working with clients from all walks of life, portfolio size and financial backgrounds.
He has worked with dozens of clients in unique divorce and separation situations to help them plan and ensure their long term financial security.....and he's damn good at it.
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Simon discusses important issues with Sabeena
What's The Number One Question You Get?
Financial Driver vs Financial Passenger
Can The Financial Passenger Be The Primary Income Earner?
Taxation on Support Payments
How Do Support Payments Impact My Mortgage Options?
When It Comes To Tax Questions, Who Should I Ask?
Balancing Real Estate And Retirement Goals
The Bank Or A Licensed Financial Advisor?
Is My Divorce Agreement Good For My Financial Health?
How To Handle Insurance?
When To Contact A Financial Advisor
I Believe My Ex Is Hiding Money
Self-Employed Or Business Income Concerns
Establishing Your Own Risk Profile
Working With Divorced Couples Separately