You've heard the stories before. The number one argument in marriage is usually surrounding money. And the number one predictor for divorce revolves around money arguments! Here are the top five top conflicts in money that I've experienced as a professional in working with couples both before, during and after divorce... Watch the video: https://buff.ly/4gFbh3v #divorce #moneyarguments #money #financialplanning #divorcefinancialplanning #divorcemediation #video #finances
Wealth Protection Management
金融服务
Greenwich，Connecticut 8 位关注者
You will see your big picture and together, we will pay attention to the smallest details.
关于我们
Our Services Include: ?Financial planning and guidance (tax, estate and financial strategies) ?Wealth protection strategies and asset management You will benefit from the clear-cut financial, tax, and legal strategies for everything from financial disentanglement to nurturing sustainable and harmonious relationships with your loved ones concerning the transfer of your wealth. You will achieve affirmative closure and find the answers. But you don’t have to do it alone. Together we create solutions. How Do We Do It? I: ??Answer specific problems using my expert knowledge. ??Engage you in a proactive process that focuses on resolving conflicts or defusing emotionally charged issues that distract you from protecting your wealth. ??Facilitate interpersonal and business communications for the long term. ??Excel at investing your money for wealth preservation, income, and long-term growth. ??Nurture you, empower you, communicate and advocate for you. ??Help you avoid missteps and mistakes that can be a trap for the loss of wealth, misspent inheritances, volatile relationships, and outliving one’s money. ??Come up with a solution for wealth protection and management. Wealth Protection Management is a private financial planning boutique and an independent Registered Investment Advisor. My wealth protection and investment management advisory services are fee-only, hourly based, and a percentage of assets under management. Meeting your unique needs through life’s transitions and the transfer of wealth is our only priority and privilege. Schedule Today Your Complimentary Call to Discuss Your Personal Financial Needs! https://wealthprotectionmanagement.com/additional-resources/call/
- 网站
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https://wealthprotectionmanagement.com/wealth-protection-management/wealth-protection-management-overview-services/
Wealth Protection Management的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Greenwich，Connecticut
- 类型
- 私人持股
地点
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主要
获取路线
777 W Putnam Ave
Suite 300
US，Connecticut，Greenwich，06830
Wealth Protection Management员工
动态
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Late life divorce (after age 50) presents a lot of challenges. When you're on the path to divorce, disclosure of your financial situation can become abundantly clear. Often couples who are on the cusp of retirement make a lot of mistakes in terms of what they've communicated and or done in preparation for retirement. Learn more by watching my video: Mistakes Made with Late Life Divorce. https://buff.ly/4eJ7dPx #divorce #retirement #financialplanning #divorcefinancialplanning #divorcemediation #divorcemistakes #latelifedivorce #video
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Should you forgive FINANCIAL Infidelity? Financial infidelity is the act of secrecy and deceptive behaviors around money. Listen as I join Dr. Debra Dupree on the DCM Podcast for episode 15 where we discuss whether you should forgive these deceptive behaviors and how to handle a divorce that may be experiencing this type of deception. https://buff.ly/4haKbS7 #financialmanagement #infidelity #divorce #wealth #wealthmanagement #divorce #divorceattorney #divorcelawyer #financialplanning #protectyourwealth
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Money and Divorce: The Essential Roadmap to Mastering Financial Decisions. This book is a must have for anyone considering divorce, family law attorneys and divorce related professionals. As a nationally acclaimed divorce financial expert, I invite you to a soup to nuts book of how to deal with all aspects of divorce before, during, and after. - Learn great detail about the vast number of financial issues and considerations in divorce - Understand critical financial calculations tips and strategies - Avoid mistakes, traps, fallacies, don’ts and shouldn’ts - Minimize costly legal battles And so much more! Grab your copy here: https://buff.ly/4f6U17d #wealthmanagement #moneyanddivorce #financialdecisions #financialplanning #divorcemediation
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Divorce and Separation – Connecticut Edition: A practical guide to making smart decisions Divorce and Separation will help you work together through “mutual problem-solving.” Using this method, even highly conflicted couples can develop smart decisions about separation, children, and finances. We help you and your spouse create these solutions through activities, guided lessons, and presentation of helpful information. The book is a guide to help you address key issues such as whether and when to separate, how to make smart choices and ways to structure your finances to provide for the family’s needs. Grab your copy here: https://buff.ly/4j7QJTg See more of my books here: https://buff.ly/4f6U17d #divorceguide #connecticutdivorce #wealthmanagement #moneyanddivorce #financialdecisions #financialplanning #divorcemediation #books
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I am so excited to announce that the Divorce Planner Checklist is officially SOLD OUT on Amazon! A huge THANK YOU to everyone who purchased this highly interactive, unique pocket planner guide providing essential information and advice about the legal, financial, and emotional aspects of divorce. You can see more of my books here: https://buff.ly/4f6U17d #pocketplanner #amazon #soldout #wealthmanagement #moneyanddivorce #financialdecisions #financialplanning #divorcemediation #books
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MarketWatch - "Instead of cautioning a client not to remarry, advisers should take a different tack," said Vasileff, president emeritus of the Association of Divorce Financial Planners. "Host a meeting with the client and the would-be spouse. Frame it as a positive, get-acquainted chat." Certified Financial Planner Lili Vasileff weighs in on remarriage and how financial advisors can help their clients navigate potential challenges. (*This article was also posted on Morningstar.) https://buff.ly/3EkOQCH #remarriage #marriage #money #financialplanning #divorcemediation #wealthmanagement #financialdecisions #marketwatch #morningstar
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Financial infidelity can have a devastating impact economically and emotionally on your relationship. It destroys trust and intimacy and can easily pave the way to divorce. Learn the red flags and how to protect yourself and your wealth. https://buff.ly/3WUDWKS #financialmanagement #divorce #wealth #wealthmanagement #divorce #divorceattorney #divorcelawyer #financialplanning #protectyourwealth
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The Divorce Planner Checklist is a highly interactive, unique pocket planner guide providing essential information and advice about the legal, financial, and emotional aspects of divorce. Know what to expect and how to create a clear financial picture to negotiate wisely. Guided fill-in pages prompt you to collect and organize relevant data. It's like having your own personal divorce coach, designed to guide you through the process! Grab your copy here: https://buff.ly/3VI5nGI See more of my books here: https://buff.ly/4f6U17d #pocketplanner #wealthmanagement #moneyanddivorce #financialdecisions #financialplanning #divorcemediation #books
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The Accountants Guide to Divorce and Alternative Dispute Resolution Listen as I sit down with Kaplan Financial Education to discuss the different ways parties can resolve an issue without traditional litigation. You'll also learn why ADRs have been increasing. https://buff.ly/45NLTEp #adr #disputeresolution #financialmanagement #divorce #wealthmanagement #divorceattorney #divorcelawyer #financialplanning #protectyourwealth
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