Awkward Financial Conversations

As a financial advisor, Eric has experience navigating some awkward conversations when it comes to managing money. Maybe someone wants to cut a family member off financially after being estranged. Or a couple decides to get divorced after several years together. Whatever the dynamic, you want to work with a financial advisor and fiduciary who can guide you through the situation.

 

Here are some of the awkward situations Eric has helped clients overcome:

• Wanting to remove a family member as a beneficiary. (1:35)
• Divorce happens and the assets get split up. (3:55)
• A client makes a financial decision that backfires. (6:18)
• Money might make the kids fight over it after you’re gone. (8:16)
• Leaving one financial advisor for another. (10:13)

 

Get in touch with the Peterson Financial team: https://petersonfg.com/