One of the many difficult realities of dissolving a marriage is the serious financial strain it can put on a client’s life. Your expertise can go a long way during this tumultuous time in helping clients prepare and take steps to protect their financial security.
Our complimentary e-book provides guidelines and practical strategies for helping your clients manage the financial impact of this major life transition, including:
- Establishing a spending plan
- Creating an inventory of assets and debt
- Providing a realistic and objective point of view
- Assessing tax implications