Mediating Divorce Financial Misbehaviour

4 (1 vote)

A client’s financial behaviours, experiences, and preconceived beliefs about money can have a large impact on the service that you provide. It is important to not only understand the behaviours of divorcing clients but to also manage these behaviours to help them arrive at an equitable settlement.

James Brewer

MBA, CRPC®, CFP®, CDFA®

James is President of Envision Wealth Planning located in Chicago, IL. He helps people align their financial choices with their values, goals, and passions. As a CDFA® professional, James helps divorcing couples gain financial clarity to make financially and behaviorally smart decisions.

To learn more, visit www.envisionwealth.us.