Episode 148 - 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/