Holistic Planning in Divorce

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Once the decision has been made to pursue a divorce, many people fall back on their primitive instincts of fight or flight—the automatic impulse brought on by our subconscious mind to protect us at all cost. It is both healthy and costly to allow these emotions to come out. Allowing these emotions to take over our financial decisions during a divorce can lead to unfavorable consequences—especially over the long term.

Billy C. Peterson

CFP®, CDFA®

Billy C. Peterson is the President and Owner of Peterson Wealth Services Inc., an independent firm with advisors providing holistic wealth management in South Ogden, Utah.

He has worked in the wealth management industry for almost 20 years beginning in 1996 with PaineWebber in Long Beach, CA. He obtained his CFP® in 2004 and his CDFA designation in 2011. The professionals at his firm put financial planning at the center of all client engagements whether that might mean retirement planning, estate planning, or divorce planning.