Why a Financial Plan Should Be Part of Your Divorce Process
By Patrick Janssen If you have worked with a financial advisor during your marriage, chances are you have a financial plan in place that aligns your investment strategy with your life and retirement goals. Operating an investment strategy without a financial plan can often lead to unnecessary investment risk or a growth rate that impedes […]
Surviving Survival Mode – Part Two
This article contains adapted excerpts from Beyond Divorce—Stop the Pain, Rekindle Your Happiness, and Put Purpose Back in Your Life, by Jeannine Lee. Reprinted with permission. Learn more about the book here. [https://jeanninelee.com/my-book/] Suggestions For Surviving Laurence Gonzales, in his book Deep Survival: Who Lives, Who Dies, and Why studied the thoughts and behaviors common to wilderness […]
The Role of a CDFA in Collaborative Divorce
By Patrick Janssen Unlike most of the traditional separation processes, the collaborative approach to divorce includes a Financial Neutral (FN) that usually holds the designation of Certified Divorce Financial Analyst (CDFA). The support that the FN provides is helpful with identifying the most appropriate financial settlement option for both spouses by utilizing the flexibility within […]
