You may have reached the end of your marriage, but this isn’t the end of your story. Having a thoughtful financial plan in place will help set you up for brighter days ahead.

Divorce does not define you

Wondering which package is best for your needs? Watch this short video to understand the difference between our two packages for divorcees.

right for you?

Which PACKAGE IS

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You’re considering divorce, but you haven’t started the process yet. If you’re worried that you can’t afford to get divorced or you’re not sure if you’ll be able to maintain your lifestyle after divorce, this package will help you get clarity on those questions. Get educated and understand the financial ramifications before your divorce is set in motion. 



PRE-DIVORCE FINANCIAL ANALYSIS

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PACKAGE  N   1

Close DETAILS

You’re considering divorce, but you haven’t started the process yet. If you’re worried that you can’t afford to get divorced or you’re not sure if you’ll be able to maintain your lifestyle after divorce, this package will help you get clarity on those questions. Get educated and understand the financial ramifications before your divorce is set in motion. 



PRE-DIVORCE FINANCIAL ANALYSIS

o

PACKAGE  N   1

*FEE MAY BE ADJUSTED FOR COMPLEXITY.

$600

YOUR INVESTMENT:

Get a clear understanding of your current financial situation.

Gain confidence and reduce uncertainty going into the divorce process.

Gather your important financial data while you still have easy access to it.

Be prepared with the info you (or your attorney) will need if you move forward with the divorce.

What You'll Achieve:

Discuss your top goals & concerns around finances.

Gather all relevant financial documents to share with me with the help of my step-by-step online guide. 

Discuss the results of your financial analysis, generate needed reports, and go over next steps.

Receive a detailed recap along with helpful resources and referrals.

Recap Email:

Strategy Meeting:

Get Organized Meeting:

Discovery Meeting:

What's Included:

VIEW DETAILS

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. 

MID-DIVORCE FINANCIAL ANALYSIS

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PACKAGE  N   2

Close DETAILS

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. 



MID-DIVORCE FINANCIAL ANALYSIS

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PACKAGE  N   2

*FEE MAY BE ADJUSTED FOR COMPLEX SITUATIONS.
PAYMENT PLANS AVAILABLE. SEE FAQS FOR DETAILS.

$2,500

YOUR INVESTMENT:

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.


What You'll Achieve:

Identify your top financial goals and concerns.

Get a clear picture of your finances: net worth, income, expenses, and risk exposures. 

Discuss pros and cons of settlement options and other financial decisions, generate cash flow projections and other key reports.

Discuss what’s going well, what you’re struggling with and how I can help.

Reflect on your progress, wrap up loose ends and discuss next steps.

Phone & email support throughout the 6-month engagement to help with follow up questions or roadblocks.

Phone & Email Support:

Wrap-Up Meeting:

Progress Meeting:

Strategy Meeting:

Get Organized Meeting:

Goals Meeting:

What's Included:

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.

Anything else that is applicable to your situation.

Topics We'll Cover:

VIEW DETAILS

Now that your settlement is complete, it’s time to transition your finances. I’ll walk you through all of the tasks that come along with enforcing your divorce decree. If your divorce was just finalized and you’re overwhelmed with all the work that needs to be done and you want to focus on the highest priority items, this package is for you.



POST-DIVORCE FINANCIAL TRANSITION - 1st Year

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PACKAGE  N   3

Close DETAILS

Now that your settlement is complete, it’s time to transition your finances. I’ll walk you through all of the tasks that come along with enforcing your divorce decree. If your divorce was just finalized and you’re overwhelmed with all the work that needs to be done and you want to focus on the highest priority items, this package is for you.



POST-DIVORCE FINANCIAL TRANSITION - 1st Year

o

PACKAGE  N   3

*FEE MAY BE ADJUSTED FOR COMPLEX SITUATIONS.
PAYMENT PLANS AVAILABLE. SEE FAQS FOR DETAILS.

$2,500

YOUR INVESTMENT:

Give you a clear picture of your financial future

Secure your future retirement  

Create a spending plan that allows you to enjoy life and stay on track to reach your goals

Saves the less urgent planning and decisions until after the 1st year so you won’t be overwhelmed

Develop the personal financial skills and systems to feel empowered with your finances.

What You'll Achieve:

Define and prioritize your long-term financial goals.

Get a clear picture of your finances going forward: net worth, income, expenses, taxes, and risk exposures. 

Discuss solutions to get you on track towards achieving your goals. We’ll create a manageable to-do list and come up with a plan to complete them. 

Discuss what’s going well, what you’re struggling with, and how I can help.

Reflect on the progress you’ve achieved over, wrap up loose ends and discuss next steps.

Phone & email support throughout the 6-month engagement to help with follow up questions or roadblocks.

Phone & Email Support:

Wrap-Up Meeting:

Progress Meeting:

Strategy Meeting:

Get Organized Meeting:

Goals Meeting:

What's Included:

Reevaluate investment goals & update investments accordingly 

Determine the impact of divorce on social security and retirement benefits & explore strategies to cover any income shortfall

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.

Explore financing strategies for buying a new home (or refinancing your existing one), evaluate debt paydown schedule.

Reevaluate your goals for your legacy, protecting your family from the unexpected

Clarify your goals and come up with a savings and investing plan to achieve them

Topics We'll Cover:

VIEW DETAILS

You’ve taken care of the immediate tasks associated with your divorce decree, and now you’re ready to start making some progress on your longer-term financial goals. You need help redefining your financial goals now that you’re single, you’re not sure what to do once your spousal and/or child support ends and you want a plan for retirement that makes you feel secure and independent.

POST-DIVORCE FINANCIAL PLANNING

o

PACKAGE  N   4

Close DETAILS

You’ve taken care of the immediate tasks associated with your divorce decree, and now you’re ready to start making some progress on your longer-term financial goals. You need help redefining your financial goals now that you’re single, you’re not sure what to do once your spousal and/or child support ends and you want a plan for retirement that makes you feel secure and independent.



POST-DIVORCE FINANCIAL PLANNING

o

PACKAGE  N   4

*FEE MAY BE ADJUSTED FOR COMPLEX SITUATIONS.
PAYMENT PLANS AVAILABLE. SEE FAQS FOR DETAILS.

$3,500

YOUR INVESTMENT:

Ensure the settlement you worked hard to negotiate is enforced via transfers & title/beneficiary changes.

Reduce overwhelm by focusing on what needs to be done first.

Develop the personal financial skills that will empower you to take control of your finances.

Begin the next phase of your life with confidence.

What You'll Achieve:

Identify your short and long-term goals for your post-divorce life.

Get a clear picture of your new financial situation: net worth, income, expenses, taxes and risk exposures. 

Make a plan for completing the tasks required by your divorce decree.

Discuss what’s going well, what you’re struggling with and how I can help.

Reflect on your progress, wrap up loose ends and discuss next steps.

Phone and email support throughout the 6-month engagement to help with follow-up questions or roadblocks.

Phone & Email Support:

Wrap-Up Meeting:

Progress Meeting:

Strategy Meeting:

Get Organized Meeting:

Goals Meeting:

What's Included:

Retitle assets and accounts, process name changes and update beneficiary information.

Develop post-divorce spending plan, understanding any lifestyle adjustments needed. 

Explore financing options for home purchase or refinance of existing home.

Update insurance policies & estate plan to protect post-divorce assets and income.

Replace healthcare coverage & other benefits you had under your ex’s employer.

Education and support in developing personal financial skills.


Topics We'll Cover:

VIEW ADD-ON SERVICES

INVESTMENT MANAGEMENT & HOURLY SUPPORT AVAILABLE EXCLUSIVELY FOR FINANCIAL PLANNING PACKAGE PARTICIPANTS.

ADD-ON SERVICES

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