Let's Make a Deal: A Five-Step Guide to Preparing Clients to Negotiate

5 (1 vote)

During divorce, people typically aren’t functioning at their best. In the middle of the heartache and upheaval, they need to negotiate the division of their assets and restructure their finances. For many people, that is a daunting challenge. If you are the first professional advisor on the scene, here are five ideas to help you prepare your clients for that challenge.

Kelly LaVallie

CPA, CA

Kelly is a CDFA® professional and has been an accountant for over 25 years, with a consulting practice in West Vancouver, British Columbia. She provides accounting and financial advisory services for people navigating complex divorces.

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.