This presentation will equip financial advisors to better serve clients navigating divorce. This presentation begins with an overview of the primary divorce process options in Washington and how each may affect a client’s experience and financial outcomes. Advisors will learn how to clarify their professional role, manage potential conflicts of interest, and remain neutral when emotions run high or when both spouses are clients. This session explores key financial and tax implications of property division and support arrangements. The presentation includes a discussion of prenuptial postnuptial agreements and how they may fit into broader financial planning. Finally, participants will leave with Washington-specific resources and tools to guide divorcing clients.
Learning objectives:
- Identify the primary divorce process options available in Washington and explain how each may influence a client’s financial and emotional experience.
- Apply best practices for maintaining professional neutrality, managing conflicts of interest, and defining appropriate advisor roles when working with one or both spouses.
- Understand and evaluate the key financial and tax implications of property division and support arrangements.
- Integrate knowledge of prenuptial and postnuptial agreements and Washington-specific resources into comprehensive financial planning advice.
Meet Jesse Deason, CFP®, CDFA®, EA I Serene Divorce Planning, LLC
Jesse Deason is a Certified Divorce Financial Analyst®, Certified Financial Planner™ professional, and Enrolled Agent. She owns a financial consulting practice dedicated to helping divorcing clients understand the financial pros and cons of different settlement scenarios. Jesse works as a financial mediator, a financial neutral in Collaborative Divorce, and as a financial consultant retained by one spouse.
In addition, Jesse owns a tax-focused, fee-only financial planning and investment management firm that caters to divorced individuals new to managing their personal finances.
Jesse serves as Secretary of the Board of Directors for the Collaborative Professionals of Washington, the state’s professional organization for Collaborative Divorce practitioners. In 2021, she founded the Washington Divorce Workshop, a monthly virtual educational workshop about divorce.