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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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   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

*customized packages available. SEE FAQS FOR DETAILS.

$250/hour

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:

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.

Topics We'll Cover:

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

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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

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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:

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.

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. 

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.

Phone & Email Support:

Wrap-Up Meeting:

Progress Meeting:

Strategy Meeting:

Get Organized Meeting:

Goals Meeting:

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.

Topics We'll Cover:

RIGHT THIS WAY >>

ALL THE INFO YOU NEED TO MAKE AN INFORMED DECISION

FREQUENTLY ASKED QUESTIONS

SCHEDULE FREE strategy session

YOU’RE ONE STEP AWAY FROM THE SUPPORT YOU DESERVE.

LET'S GET STARTED