The Financial Impacts of Divorce and How You Can Prepare

Evergreen Exchange

As an asset manager, outsiders may believe Evergreen's primary duty is to invest money. What we know from nearly 40 years in the business, is that’s only half the job. A trusted advisor's greatest value is to guide clients through times of stress and uncertainty. This series focuses on three very common scenarios we see, where clients lean on their team at Evergreen to manage logistics and avoid costly errors instead of attempting it themselves. These three critical areas we will cover are divorce, death, and windfalls (liquidity events).

Today's episode starts with divorce. Evergreen's Senior Financial Planner, Katie Vercio, CFP®, CDFA®, interviews Family Law attorney, Blake Hilty, on how those going through a separation can be proactive and prepared to come out as unscathed as possible. In addition to being a CERTIFIED FINANCIAL PLANNER, Katie is a Certified Divorce Financial Analyst. She can be engaged for any client considering or actively engaged in a separation. Working with a CDFA® helps to maximize an attorney's expertise on the legal side, by employing another party with more specific expertise in your financial affairs

As always, we hope you enjoy the listen!

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