Dialogue On Divorce

Divorce Financial Planning with a Love Letter—with Jennifer Lee

Informações:

Synopsis

If you’re going through a divorce, writing a love letter is probably the last thing on your mind. But Jennifer Lee, AWMA, AIF, suggests that sharing your values and hopes for the future in a family love letter to your children is a good first step for financial planning in divorce. So, how does a love letter help you set meaningful financial goals and make better money decisions? Jennifer is the founder of Modern Wealth, a Sarasota-based financial firm with a focus on helping individuals in transition, and author of Squeeze the Juice: Live with Purpose, Then Leave a Legacy. Jennifer brings a fresh perspective on the financial planning process by digging deep to understand her clients’ values and helping them use money as a tool to accomplish their dreams. On this episode of Divorce Dialogues, Jennifer joins Katherine to share the personal experience that inspired her idea for a family love letter in the financial planning process. Jennifer explains why financial anxiety is such a common issue in the div