Expert Tips for Divorce Financial Planning

Welcome to another episode of The D Shift. Today, we tackle one of the most emotionally charged aspects of divorce: money. Joining us is Jennifer Lee, founder of Modern Wealth, a Sarasota-based financial firm that specializes in helping individuals navigate life transitions such as divorce, losing a spouse, career changes, and retirement planning. Jennifer is also the author of the book "Squeeze the Juice: Live Life with Purpose, and Leave a Legacy."

In this episode, Jennifer shares her expertise on why understanding your financial options is crucial before even consulting an attorney, common misconceptions about divorce finances, and the importance of assembling a solid support team to ensure you don’t leave money on the table. This is a practical and informative podcast that highlights the benefits of having the financial information you need to make informed choices throughout your divorce and beyond.

About the Guest:

Jennifer Lee, AIF®, AWMA® is the founder of Modern-Wealth; a Sarasota based financial firm with a focus on helping individuals experiencing transition.

Originally from Maryland, Jennifer brought her over 26 years (44 years if you count going into the office with her father as a child) of expertise in the financial services industry to Florida. Jennifer has found that a relationship with an advisor is most critical at the intersections in life where emotions collide with financial events.

She enjoys facilitating her clients through challenges as they experience life’s upsets such as divorce, the loss of a spouse, or business to retirement transition. Whether you are experiencing divorce, a business client expanding or selling your operation, or a couple wanting to make sure they have provided for their family, Modern-Wealth may be a good fit. Jennifer provides a fresh perspective to the financial planning process by digging deep to understand what drives her clients.

At Modern-Wealth, they build long-lasting relationships. As part of their process, they encourage clients to communicate their values to the most important people in their lives by writing a family love letter. This led her to write “Squeeze the Juice: Live With Purpose, then Leave a Legacy.”

To connect with Jennifer:

Website: https://squeezethejuicebook.com/

LinkedIn: https://www.linkedin.com/in/jennifer-lee-awma%C2%AE-aif%C2%AE-1b5aa56/

IG: https://www.instagram.com/modernwealthloveletter/

Facebook: https://www.facebook.com/ModernWealthInvest

Website: https://squeezethejuicebook.com/

About the Host:

Mardi Winder-Adams is an ICF and BCC Executive and Leadership Coach, Certified Divorce Transition Coach, Certified Divorce Specialist (CDS®) and a Credentialed Distinguished Mediator in Texas. She has worked with women in executive, entrepreneur, and leadership roles, navigating personal, life, and professional transitions. She is the founder of Positive Communication Systems, LLC, and host of Real Divorce Talks, a quarterly series designed to provide education and inspiration to women at all stages of divorce.

Are you interested in learning more about your divorce priorities? Take the quiz "The Divorce Stress Test".

Connect with Mardi on Social Media:

Facebook - https://www.facebook.com/Divorcecoach4women

LinkedIn: https://www.linkedin.com/in/mardiwinderadams/

Instagram: https://www.instagram.com/divorcecoach4women/

Thanks for Listening!

Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page.

Do you have some feedback or questions about this episode? Leave a comment in the section below!

Subscribe to the Podcast

If you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on Apple Podcasts. You can also subscribe in your favorite podcast app.

Leave us an Apple Podcast Review

Ratings and reviews from our listeners are extremely valuable to us and greatly appreciated. They help our podcast rank higher on Apple Podcasts, which exposes our show to more awesome listeners like you. If you have a minute, please leave an honest review on Apple Podcasts.