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
Watch this short video to understand how i can help based on what stage of the divorce process you're in.
on your divorce journey?
Where are you
VIEW DETAILS
Get the 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 and you want an unbiased opinion from a financial expert, this service is for you.
MID-DIVORCE Financial Analysis
o
STEP 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
STEP N 1
$2,997
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.
60 Minute Zoom call to discuss analysis and answer your questions.
Detailed meeting notes of our discussion, questions, & answers.
Unlimited support via email or Zoom to answer follow-up questions and make updates until you finalize your divorce.
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 wealth management
o
STEP 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
STEP N 2
*of your account value.
please SEE FAQS FOR DETAILS.
0.7%
ANNUAL FEES START AT
A clear understanding of your new financial situation
A simple To-Do list to get you on track toward your financial goals.
Reduced stress and overwhelm by focusing on the highest priority action items.
Confidence and clarity as you begin the next phase of your life.
What You'll Achieve:
Identify and prioritize your short- and long-term financial needs and goals.
Get a clear picture of your finances: net worth, income, expenses, taxes, and risk exposures.
Discuss solutions to get you on track towards your goals, and turn them into a manageable to-do list.
Meet regularly to review investments, tackle action items, and address questions as they arise.
Ongoing Support:
Strategize:
Get Organized:
Define Goals
The Process:
Securing your income for your pre- and post- retirement years.
Repositioning your investments and other assets to put you in the best financial position going forward.
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.
Reevaluate your goals for your legacy, protecting your family from the unexpected.
