Advisor Brief: How Do You Pivot a Client’s Investment Strategy After a Major Life Event?
August 13, 2024
“Significant life events such as changing jobs, having children, getting married or divorced, illness, or death can and often do change a person’s financial goals. These events don’t always necessitate changes to a client’s portfolio, but they do prompt a discussion about their impact on the financial plan.”
Nicole Wegman goes on to say, “Money and significant life events can both be highly emotional. When they intersect, we work with our clients to pause, carefully evaluate, and discuss the impact on their financial plan before making any irreversible decisions.”
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