Mastering Financial Shifts During Divorce
Facing financial transitions, such as divorce or the loss of a spouse, can be daunting. However, with the right support and guidance, achieving financial stability and confidence is entirely possible!! In this episode, Jennifer Lee, a seasoned financial advisor, therapist, and advocate, shares her expertise in guiding women through these complex financial changes. Jennifer discusses the crucial role financial advocates play in helping clients comprehend their financial situations, manage emotional stress, and secure equitable settlements. She underscores the value of a robust support network—including advisors, attorneys, and therapists—to navigate these challenging times effectively. Jennifer also provides targeted advice for non-monied spouses seeking financial independence and the importance of assembling a comprehensive team. She shares inspiring success stories of women who have navigated their financial transitions with minimal conflict and maximum efficiency. Tune in to gain valuable insights into balancing emotions and finances, and discover strategies to handle significant financial changes with confidence. Topics Discussed: The role of financial advocates during transitions like divorce How financial advocates can help manage emotional turmoil Strategies to overcome overwhelm Building a supportive team and gathering essential data The importance of negotiating and understanding marital assets About Jennifer Lee: Jennifer Lee’s journey into financial advising began in her youth, when she accompanied her father to appointments and his office, where she learned the importance of dedication and client-focused values. Now the Founding Partner of Modern-Wealth, LLC, and an Investment Advisor Representative at Cambridge Investment Research Advisors, Inc., Jennifer specializes in guiding clients through significant financial transitions, including divorce, widowhood, business transactions, retirement, inheritance, and remarriage. Her goal is to provide independent analysis, strategic planning, and expert guidance through complex financial landscapes. Jennifer is the author of “Squeeze The Juice,” a guide that combines her personal and professional experiences to inspire readers to achieve their best selves. Connect with Jennifer Lee: Website About The Podcast: This podcast features leading divorce professionals offering advice tailored for affluent women. The aim is to provide actionable tips to help maintain lifestyle and financial stability during and after divorce. Hosted by Olivia Brooke Summerhill, a Certified Financial Planner, Divorce Specialist, and Money Coach, the podcast addresses financial questions specific to high-net-worth women undergoing divorce. Connect with Olivia Brooke Summerhill: Website
