Help Divorcees Tune out the Noise

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As advisors, we all know that fear can permeate financial decisions. Divorcing clients, sometimes never having experienced dealing with family investments before, can be even more susceptible to the negative effects of that fear-inducing media noise. Their worry may be heightened about how to structure or restructure their financial lives or what investment decisions to make. Our job as trusted advisors is to guide our clients, help them understand their divorce options, and assist them as they make steady progress toward achieving their new financial life. Part of that job is to help them tune out the noise.


Greg Phillips

FCSI, CIM, FMA, CDFA®

As a co-founder of McLean Phillips Wealth Management and Partner of Richardson GMP Limited, Greg is an accredited Portfolio Manager providing discretionary money management and advanced financial planning services to affluent individuals and families. With his partner, Sean McLean, Greg created the group’s structure and platform to help enable clients to navigate the divorce process and to confidently move forward with their lives.

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