Wealth Management
/ Planning
12
For Advisor Use Only
January/February
2014
process. Clients should be happy with their attorney’s
performance. In rare circumstances, if the attorney
relationship seems detrimental to a client’s case, you may
need to encourage him or her to seek a second opinion.
Usually, however, an attorney’s advice will be appropriate;
your client may simply need assistance in fully understanding
the recommendations and the options available.
Next Steps
As you move forward with your divorce practice, remember
that the Advanced Planning team is available to help you
evaluate your clients’ financial needs every step of the
way. For additional resources you can use to assist clients
pre- and post-divorce, visit Commonwealth’s Financial
Planning Playbook on COMMunity Link
®
at Financial
Planning & Research > Financial Planning > Playbook >
Life Events.
Thanks again to Nichole and Carl for providing us with
their valuable insights!
Rose Watson is the manager of advanced planning. She is
available at x9891 or at
.
Never become so much of an expert that you
stop gaining expertise. View life as a continuous
learning experience.
— Denis Waitley
