I enjoyed this article from my friends, Justin Reckers, CFP, CDFA, AIF and Robert Simon, Ph.D. regarding “divorce month”.
In this article published January 31 on Morningstar Advisor.com, CFLGSD’s Justin A. Reckers, CFP, CDFA, AIF, director of financial planning at Pacific Wealth Management and managing director of Pacific Divorce Management, LLC; and Robert A. Simon, Ph.D., forensic psychologist, trial consultant, expert witness, and alternative dispute resolution specialist offer sound advice to financial professionals to help them understand the emotions and thought processes going through a client’s mind when he or she seeks guidance as the result of a divorce. It’s advice anyone dealing with these circumstances can benefit from.