What To Do When You’re Not The One Who’s Been Handling the Financials

Divorce and other things you can handle
Mandy Walker

By Mandy Walker | Mar 21st, 2023

In every marriage, there are different financial arrangements. Oftentimes, one spouse handles the bulk of the financials, while the other spouse may handle only bill-paying – or have even fewer financial responsibilities. Traditionally, it has also been the male that has the greater share of handling the financial responsibilities of the household – and therefore also owns the bulk of the knowledge about the household’s financial state. 

In this episode of the Divorce & Other Things You Can Handle Podcast, brought to you by Worthy, we discuss what happens in a divorce to the spouse who has handled fewer of the financial responsibilities and has less knowledge of the household finances. How can this “non-monied” spouse prepare to arm herself with the knowledge she needs to navigate the financial complexities of a divorce and take control of her own financial future post-divorce?

To discuss this topic, I’ve asked Jennifer Lee, the founder of Modern-Wealth, a Sarasota-based financial firm with a focus on helping individuals experiencing transition. Jennifer has over 27 years of expertise in the financial services industry and is also the author of the book Squeeze the Juice: Live With Purpose-Then Leave a Legacy.

In This Episode

About Jennifer

Jennifer Lee, AIF®, AWMA® is the founder of Modern-Wealth; a Sarasota-based financial firm with a focus on helping individuals experiencing transition.

Originally from Maryland, Jennifer brought her over 27 years (44 years if you count going into the office with her father as a child) of expertise in the financial services industry to Florida. Jennifer has found that a relationship with an advisor is most critical at the intersections in life where emotions collide with financial events. She enjoys facilitating her clients through challenges as they experience life’s upsets such as divorce, the loss of a spouse, or business to retirement transition. Whether you are experiencing divorce, a business client expanding or selling your operation, or a couple wanting to make sure they have provided for their family, Modern-Wealth may be a good fit. Jennifer provides a fresh perspective to the financial planning process by digging deep to understand what drives her clients. At Modern-Wealth, they build long-lasting relationships. As part of their process, they encourage clients to communicate their values to the most important people in their lives by writing a family love letter. This led her to write “Squeeze the Juice: Live With Purpose-Then Leave a Legacy.”

Mandy Walker

Mandy Walker

Mandy Walker is a divorce mediator and Certified Divorce Financial Analyst® based in Boulder, Colorado. She works with individuals and couples helping them to end their relationships with dignity and respect, creating an understanding of the process and their options so they can feel confident in the decisions they’re making.


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