Divorce initiated
Compassionate support and financial planning for clients going through divorce.
When a client mentions they're going through a divorce, I want to respond with compassion and help them protect their financial interests.Follow these steps:1. Pull the client's contact record including household and joint account information.2. Draft a supportive email outlining financial matters to address during divorce proceedings.3. Create a divorce financial planning session task due in 1 week.4. Create a post-divorce planning update task due in 6 months.5. Add a note to the CRM and flag the client as high priority for sensitive handling.6. Set a reminder for 3 months out to check in on status.
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