What are the two biggest common financial mistakes made during separation and divorce?
First, clients not fully understanding their financial position and options before making important decisions.
Second, clients not adjusting their personal goals, time horizons and risk tolerances around their budgets and investments during and after their divorce.
During the beginning stages of divorce, a financial advisor can educate clients on their financial position by taking a detailed inventory and describing their options while providing professional recommendations.
If you require legal advice or want additional information regarding the services we offer, please contact Jonathan Fogel today.