“From Conflict to Clarity: Financial Expertise That Strengthens Collaboration.” Presented by Well Lived Wealth.

In this insightful presentation, financial planners and CDFAs, Molly Reese Ward, CFP®, CDFA® and Tate Lowe, CFP®, CDFA® of financial planning firm, Well Lived Wealth, reveal how a skilled financial professional can serve as a “lantern bearer” in the collaborative process, illuminating the financial path so clients can move forward with confidence.

Attendees will explore the unique role a CDFA plays in complementing the legal and emotional team, how to identify truly qualified financial experts, and why bringing the right professional into the process can transform outcomes. Through real-world examples, lessons learned, and common financial pitfalls to avoid, Molly and Tate will demonstrate how financial clarity not only reduces conflict—but empowers both parties to embrace the next chapter with stability and dignity.

Participants will also receive some practical resources for clients and for financial collaboration in support of their clients. Whether you’re an attorney, divorce coach, or mental health professional, this session will deepen your understanding of the financial dimension of collaboration and equip you to better guide the families you serve.