Periagoge
Scenario

When Client Tragedies Follow Financial Decisions

A client died by suicide two months after I helped him liquidate his retirement accounts early to pay for his son's gambling debts.

More people experience this than they realize.

What we've seen

The intersection of money troubles and human tragedy can create overwhelming guilt about our professional involvement.

Your guide for this
Aurelius
Aurelius works with people navigating exactly this kind of situation.
Ideas that help explain it
Worth thinking about

“Where Are You with Financial Services — Financial Advisory & Wealth Management?”

Peri

Peri can explain why this happens, help you decide if this is the right situation for you, and point toward the right journey or coach.

If this sounds familiar, the Library can help you find the bigger picture.