Services
for women navigating divorce.
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
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
o
PACKAGE N 1
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
o
PACKAGE N 1
$1,000
YOUR INVESTMENT:
A clear understanding of the marital assets and different options to divide them.
Level the playing field when one party is more financially savvy than the other.
Greater confidence in your divorce negotiations.
Save money by avoiding costly mistakes.
What You'll Achieve:
Reports showing a detailed comparison of settlement options.
Written summary of my analysis and recommendations.
30 Minute Zoom call to discuss analysis and answer your questions.
Detailed meeting notes of our discussion, questions, & answers.
30 days of email support to answer follow up questions about the analysis.
What You'll receive:
VIEW DETAILS
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.
POST-DIVORCE FINANCIAL Plan
o
PACKAGE N 2
Close DETAILS
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.
POST-DIVORCE FINANCIAL Plan
o
PACKAGE N 2
PAYMENT PLANS AVAILABLE. SEE FAQS FOR DETAILS.
$3,000
YOUR INVESTMENT:
A clear understanding of your new financial situation, including assets, debt, income & expenses.
Have a clear, simple To-Do list to get you on track toward your financial goals.
Reduce overwhelm by focusing on the highest priority action items.
Begin the next phase of your life with confidence.
What You'll Achieve:
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.
1 hour Zoom to review your financial plan, my recommendations, and answer your questions.
Written summary of my analysis, recommendations, and your To-Do List.
90 days of unlimited support via email/phone/Zoom to help you implement your To-Do List.
3 Months of Support:
Recommendations:
Strategy Meeting:
Get Organized Checklist:
Goals Questionnaire:
The Process:
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.
