Every divorce is different. The support you need may depend on the questions you are facing, the information available, and how many financial decisions need to be considered together.
Understand How the Financial Pieces Fit Together
When several financial decisions affect one another, reviewing them separately can make it difficult to understand the larger picture.
Momentum is a private, three-part experience for women facing several connected financial questions during separation or divorce.
The process includes a virtual Financial Mapping Session, advance document review and customized financial analysis, a private four-hour Strategy Meeting in Cary or Charlotte, and a final virtual session to review the findings and next steps.
Depending on your circumstances, the work may consider the marital home, income and expenses, support, retirement assets, investments, executive compensation, business interests, or proposed settlement terms.
Momentum is designed to help you organize the available information, understand the financial tradeoffs, identify what may still be missing, and prepare for the decisions and professional conversations ahead.
Best for: several financial decisions that need to be reviewed together.
Investment: $6,600
Two payments of $3,300.
Focus on a Pivotal Financial Decision
Some financial decisions can affect several parts of your divorce and your life afterward.
Fulcrum is a private, project-based engagement for women who need focused financial analysis around an important question, proposal, or decision.
Although the engagement has a clear focus, the analysis may consider several related financial factors. For example, evaluating whether keeping the marital home may require reviewing income, support, housing costs, refinancing, taxes, cash flow, and the effect on other assets.
Fulcrum may include reviewing a proposed settlement, comparing up to two settlement scenarios, evaluating the financial impact of keeping or selling the marital home, reviewing retirement or executive-compensation assets, or preparing financial analysis for mediation.
The engagement includes two private virtual sessions, preliminary document review, customized financial modeling and analysis, and a financial workbook.
Before the work begins, we will confirm the decision or proposal being reviewed, the related financial areas included, the documents required, and the scope of the analysis.
Best for: a pivotal financial decision or proposal that requires focused analysis without the broader Momentum experience.
Investment: $3,000
Payment is due in full before the work begins.
Not Sure Where to Begin?
Schedule a consultation to discuss the financial questions in front of you and determine the most appropriate next step.
INITIAL CONSULTATION $215
A 30-minute virtual conversation for women considering working with Jessica who would like to discuss their situation, the financial concerns weighing on them, and the type of support that may be most appropriate.
OFFICE HOURS WITH JESSICA $395
A private 60-minute virtual session for women who already have a specific financial question and want focused guidance from a Certified Divorce Financial Analyst®.
