Like Bradley, we believe having a framework to help clients through the initial shock of their financial transitions—good or bad—can help insulate them from the emotion and external forces that could cause them to make ill-advised decisions. Once they are ready, we help them move forward to assess their situation and make sound financial decisions for the next chapter of their lives.
Michael J. Cleary is chairman and CEO of Cleary Gull www.clearygull.com.