Mar 23, 2022
Divorce is an emotional process. A process that requires you to make important decisions that will impact the rest of your life.
And even if you’re savvy with money, it’s easy to make mistakes that adversely affect your financial security.
So, where can you go for support with financial planning in the divorce process?
Jennifer Merida is a Financial Advisor and Certified Divorce Financial Analyst (CDFA) with The Tranel Financial Group. She has 20 years of experience in financial services, serving as Retail Vice President at First Security Bank and Premier Banker at BMO Harris before joining Tranel in 2019. Jennifer is dedicated to helping people gain clarity and control over their finances before, during and after a divorce.
On this episode of Wickedly Smart Women, Jennifer joins Anjel to describe the financial mistakes she made in her own divorce and discuss how the experience inspired her to become a CDFA.
Jennifer shares the four things she wishes she’d known during her divorce, challenging us to set financial goals and build the right team to support us through the divorce process.
Listen in for insight on the free resources available to organize your finances and learn how a CDFA like Jennifer can help you achieve financial security after divorce.
The financial mistakes Jennifer made in her own divorce
How giving up marital assets affected Jennifer and her children
What it takes to become a Certified Divorce Financial Analyst
The role a CDFA plays in helping people achieve financial security after divorce
How a CDFA helps you answer the question, ‘Can I get divorced?’
Why it’s crucial for divorcing couples over 50 to make informed financial decisions
The free resources Jennifer offers to help you get organized for divorce
How Jennifer helps people navigate the emotional aspects of divorce
The value of setting financial goals and building the right team
How Jennifer serves women and men virtually or in-person
Institute for Divorce Financial Analysts
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