About Jennifer Lee

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

Jennifer has almost 30 years of expertise in the financial services industry. She helps her clients through challenges as they experience life’s transitions such as divorce, the loss of a spouse, or business to retirement transition. 

She’s also the author of “Squeeze the Juice: Live With Purpose-Then Leave a Legacy.”

What You'll Learn:

In this episode we talk about: 

Why understanding your money story is important for understanding decision making

Financial infidelity and what we can look out for

What to do with inherited money in a relationship

Why the “non-monied” party needs to be involved in financial planning and meetings with experts

What assets are shared post-divorce (assuming there isn’t a prenuptial agreement)

Resources

Jennifer’s Website 

Say hi to Whitney on IG

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