Services
for women navigating divorce.
Handling your finances on your own might feel uncomfortable right now, but it’s also an opportunity to take control and shape your future on your terms. Together, we’ll make sure your wealth not only secures your lifestyle but gives you room to grow and dream bigger.
Divorce does not define you
Watch this short video to understand how we can work together based on what stage of the divorce process you're CURRENTLY in.
on your divorce journey?
Where are you
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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
PHASE N 1
Close 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
PHASE N 1
$3,000
YOUR INVESTMENT
A clear understanding of the current marital finances and different options for dividing them.
Level the playing field if you feel like you’re at a disadvantage because your ex is more financially savvy.
Greater confidence in your divorce negotiations.
Save money in the long-run by avoiding costly mistakes.
Detailed reports, recommendations, and meeting summaries. Click HERE for sample deliverables.
What You'll Achieve:
Identify and prioritize your short- and long-term financial needs, goals, and non-negotiables.
Gather your essential details and documents to get a clear picture of the marital finances.
Meet via Zoom to compare the settlement scenarios and the short- and long-term impact on your finances.
Unlimited check-ins until your divorce is finalized, to answer follow-up questions or make updates.
Once your divorce is finalized and you receive your settlement, transition to a Post-Divorce Wealth Management Client (see Step 2 below).
Support:
Transition:
Strategize:
Get Organized:
Define Goals
The Process:
Have started the divorce process but have NOT yet finalized.
Have combined marital assets (pre-split) of $2 million or more.
Are looking for expert guidance to divide assets strategically and ensure long-term financial stability.
Want to build a long-term partnership with a trusted financial advisor who can support them during and after the divorce.
Designed for women who:
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We'll turn your lump-sum divorce settlement into an financial plan that supports your lifestyle in the years ahead. It’s about helping you transition confidently into your new chapter with a personalized wealth strategy and support from a trusted advisor.
POST-DIVORCE WEALTH mANAGEMENT
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PHASE N 2
Close DETAILS
We'll turn your lump-sum divorce settlement into an financial plan that supports your lifestyle in the years ahead. It’s about helping you transition confidently into your new chapter with a personalized wealth strategy and support from a trusted advisor.
POST-DIVORCE wealth management
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PHASE 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:
Organize your financial details so you have a clear understanding of your post-divorce finances.
Complete remaining To-Dos from the divorce decree (moving/consolidating/retitling accounts, making sure QDROs get processed, etc.)
Define and prioritize your short- and long-term financial goals
Reposition your investments so they are consistent with your goals, income needs, and risk tolerance.
Continual monitoring and adjusting of your investments as needed to keep you on track with your goals.
Meet as often as you’d like to review investments and adjust your financial plan based on life changes.
Unlimited help to tackle ANY financial questions/tasks/issues that come up between meetings (buying a home, filing for Social Security, etc.). Think of me as your financial concierge!
Strategize:
Define Goals:
Complete Tasks:
Get Organized:
Manage Investments:
Meet Regularly:
Support On Demand:
The Process:
Step 1) ONBOARDING
Step 2) ONGOING
Have already finalized their divorce, whether recently or years ago.
Have $1 million or more in liquid assets (not including the value of your home).
Are looking for a trusted, long-term partnership with an advisor to help manage their investments and create a financial plan that supports their lifestyle and goals.
