Lili is a divorce financial planner and co-founded the National Association of Divorce Financial Planners. Number one complaint from clients is that they felt rushed into making decisions. Lili wrote Money and Divorce which breaks down the divorce process step by step. Advice: Prepare. Prepare. Prepare.
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Meet the CDFA, a certification for advisors with wealthy clients facing divorce
The proliferation of so-called gray divorce — involving couples aged 50 and up — has also led to an increase in financial advisors seeking an industry designation that helps them add value during one of the most high-stakes and vulnerable moments in a client’s life.
November 23, 2023
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