Why is emotional well-being important in financial planning post-divorce?
Jody D'Agostini is a renowned financial strategist and certified divorce financial analyst with nearly two decades of experience, specializing in helping individuals navigate the financial intricacies of divorce at Falcon Financial Group in Morristown. Transitioning from a career as a physician's assistant, Jody has dedicated her practice to empowering clients, particularly women, by educating them on financial literacy and the importance of informed decision-making. Her approach emphasizes personalized, holistic financial planning that considers each client's unique life stressors and priorities, with a focus on setting them up for long-term success rather than short-term gain. Jody advocates for a balanced mindset during divorce, advising clients to meet their needs while minimizing emotional and financial strain, and is committed to fostering financial stability and growth through tools like collaborative law and career re-evaluation.
Key Takeaways:
->Financial planning during divorce is crucial for making informed decisions and preparing for sudden financial changes.
->Tailoring financial plans for success and using software to project future outcomes can provide individuals with a sense of control and security post-divorce.
->Emotional impact of divorce, including anxiety and disorientation, requires a holistic approach to financial planning for stability and well-being.
->Supporting individuals in overcoming career challenges and pursuing fulfilling career paths after divorce is essential for building a brighter future.
->Lawyers play a crucial role in divorce proceedings by providing legal guidance, negotiating settlements, and ensuring compliance with legal precedents.
->Creating a budget, assessing income sources, setting financial goals, and adjusting investments post-divorce are essential for establishing a stable financial future.
Connect with Jody D'agostini:
https://www.thefalconfinancialgroup.com
https://www.linkedin.com/in/jody-d-agostini/
Connect with Katherine Miller:
https://miller-law.com/
https://www.linkedin.com/in/kemiller1/
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