Nov 6, 2018
This week on Financially Ever After, Stacy is joined by “The
Divorcierge,” Karen Bigman. Karen’s background includes both an
M.B.A. and Divorce and Life Coach training, making her a powerful
source of practical and tactical divorce advice.
In addition, Karen also brings personal pre- and post- divorce
experience to her work. In this conversation, she shares lessons
learned in working with the wrong financial advisor, and
how women facing divorce can find the right financial
advisor for them.
Some of the highlights Karen offers include:
- The clues that her financial advisor
didn’t understand her lifestyle and her plans for her financial
future, and wasn’t really hearing her. [7:20]
- How a lack of transparency around
fees, taxes and portfolio makeup affected her income expectations.
- The importance of asking the right
questions when interviewing a financial advisor (see link below
for a list of questions provided by Francis Financial)
- Why choosing your advisor based
solely on a friend’s recommendation can be a bad idea..
- The surprisingly emotional process of
moving to a new advisor, and how rewarding it was in the
For more information on Karen, and additional resources
from this show:
Karen Bigman | W: thedivorcierge.com
612-7800 E: Info@TheDivorcierge.com
Francis | W: www.francisfinancial.com
374-9008 E: email@example.com
Links to items mentioned in this podcast: