35 min
Financial Advisement During Times of Life's Transitions Private Equity Profits
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- Investing
Financial Advisement During Times of Life's Transitions
– Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 023Jennifer Lee
Originally from Maryland, Jennifer brought her over 27 years (44 years if you count going into the office with her father as a child) of expertise in the financial services industry to Florida. Jennifer has found that a relationship with an advisor is most critical at the intersections in life where emotions collide with financial events. She enjoys facilitating her clients through challenges as they experience life’s upsets such as divorce, the loss of a spouse, or business to retirement transition. Whether you are experiencing divorce, a business client expanding or selling your operation, or a couple wanting to make sure they have provided for their family, Modern-Wealth may be a good fit. Jennifer provides a fresh perspective to the financial planning process by digging deep to understand what drives her clients. At Modern-Wealth, they build long-lasting relationships. As part of their process, they encourage clients to communicate their values to the most important people in their lives bywriting a family love letter. This led her to write “Squeeze the Juice: Live with Purpose-Then Leave a Legacy.”
Listen to this informative Private Equity Profit episode with Jennifer Lee aboutfinancial advisement during times of life's transitions
Here are some of the beneficial topics covered on this week’s show:
The benefit of waiting six months to make major financial decisions during times of life transitions
The importance of a rational sounding board and council advocating for you during times of stress and
The questions to ask yourself after a transition to plan your financial future accordingly
What a family love letter is and what it can do for you regarding your financial future and the future of those you love
The importance of a financial advisor building a relationship of trust and comfort with their client
Tips for younger generations managing inherited wealth
Connect with Jennifer:
Links Mentioned:
https://squeezethejuicebook.com/
https://www.modern-wealth.com/
Email:
jennifer@modern-wealth.com
Connect with Seth:
seth@marketdominationllc.com
Connect with Cliff
Website
https://www.investmentcapitalgrowth.com/
Email
cliff@investmentcapitalgrowth.com
Learn more about your ad choices. Visit megaphone.fm/adchoices
Financial Advisement During Times of Life's Transitions
– Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 023Jennifer Lee
Originally from Maryland, Jennifer brought her over 27 years (44 years if you count going into the office with her father as a child) of expertise in the financial services industry to Florida. Jennifer has found that a relationship with an advisor is most critical at the intersections in life where emotions collide with financial events. She enjoys facilitating her clients through challenges as they experience life’s upsets such as divorce, the loss of a spouse, or business to retirement transition. Whether you are experiencing divorce, a business client expanding or selling your operation, or a couple wanting to make sure they have provided for their family, Modern-Wealth may be a good fit. Jennifer provides a fresh perspective to the financial planning process by digging deep to understand what drives her clients. At Modern-Wealth, they build long-lasting relationships. As part of their process, they encourage clients to communicate their values to the most important people in their lives bywriting a family love letter. This led her to write “Squeeze the Juice: Live with Purpose-Then Leave a Legacy.”
Listen to this informative Private Equity Profit episode with Jennifer Lee aboutfinancial advisement during times of life's transitions
Here are some of the beneficial topics covered on this week’s show:
The benefit of waiting six months to make major financial decisions during times of life transitions
The importance of a rational sounding board and council advocating for you during times of stress and
The questions to ask yourself after a transition to plan your financial future accordingly
What a family love letter is and what it can do for you regarding your financial future and the future of those you love
The importance of a financial advisor building a relationship of trust and comfort with their client
Tips for younger generations managing inherited wealth
Connect with Jennifer:
Links Mentioned:
https://squeezethejuicebook.com/
https://www.modern-wealth.com/
Email:
jennifer@modern-wealth.com
Connect with Seth:
seth@marketdominationllc.com
Connect with Cliff
Website
https://www.investmentcapitalgrowth.com/
Email
cliff@investmentcapitalgrowth.com
Learn more about your ad choices. Visit megaphone.fm/adchoices
35 min