Wondering which package is best for your needs? Watch this short video to understand the difference between our two packages for divorcees.
Get the information and support you need during your divorce to make informed decisions that impact your financial future. Understand the short and long-term financial consequences of settlement options. If you feel like you’re at a disadvantage due to your lack of financial knowledge or experience and you want an unbiased opinion from a financial expert, this package is for you.
Get the information and support you need during your divorce to make informed decisions that impact your financial future. Understand the short and long-term financial consequences of settlement options. If you feel like you’re at a disadvantage due to your lack of financial knowledge or experience and you want an unbiased opinion from a financial expert, this package is for you.
Level the playing field when one party is more financially savvy than the other.
Greater confidence in your divorce negotiations
Conserve precious emotional and financial resources.
Save money by avoiding costly mistakes.
Detailed comparison of settlement options.
Strategies for the family home- buyout, sell, or co-owning.
Pros and cons of lump sum payouts versus monthly income.
Preparation of any financial documents requested by attorney, mediator, etc.
Insurance strategies to protect child/spousal support or equalization payments.
You need help redefining your financial goals now that you’re single. You want a plan for your financial future that makes you feel secure and independent, but you're not sure where to start. I'll walk you through all of the tasks that come along with transitioning your finances.
You need help redefining your financial goals now that you’re single. You want a plan for your financial future that makes you feel secure and independent, but you're not sure where to start. I'll walk you through all of the tasks that come along with transitioning your finances.
Begin the next phase of your life with confidence.
Create a spending plan that allows you to enjoy life and stay on track to reach your goals
Reduce overwhelm by focusing on the highest priority goals.
Develop the skills to feel empowered with your finances.
Define and prioritize your short- and long-term financial goals.
Get a clear picture of your finances: net worth, income, expenses, taxes, and risk exposures.
Discuss potential solutions and create a manageable to-do list.
Discuss what’s going well, what you’re struggling with, and how I can help.
Reflect on the progress you’ve achieved, wrap up loose ends and discuss next steps.
Help with follow up questions or roadblocks for 3 months after we complete your plan.
Determine the impact of divorce on social security and other retirement benefits.
Strategize to minimize current taxes while also optimizing your long-term taxes.
Adjust your spending plan so that you are setting aside the money you need to achieve your goals.
Reposition your investments and other assets.
Reevaluate your goals for your legacy, protecting your family from the unexpected.