For Better or Worse – Divorce Financial Planning

What will be your work legacy? This client is not in your existing client base. Divorce financial planning offers 3 income streams to the savvy practitioner, pre-divorce planning, during divorce planning and after divorce planning and asset management. We will cover the high level planning necessary to serve this client including taxes, stock options, pensions, and company retirement plans. Not only do the earned fees generally exceed AUM (i.e. $50k/per client), it is easier to demonstrate the recovery of that fee to the client. Get ready to learn how to make a measurable difference in the lives of families going through one of life’s toughest transitions.