Every divorce is different. The support you need may depend on where you are in the process, the complexity of your finances, and the decisions immediately ahead.
Address One Focused Financial Decision
When you are reviewing a proposed agreement, considering whether to keep the house, comparing assets, or facing another specific financial decision, a focused review can help you understand what deserves attention before you move forward.
Before You Sign is a private three-hour virtual intensive for women who need a second professional perspective, clearer financial questions, and a better understanding of the potential tradeoffs surrounding one defined issue.
Understand the Broader Financial Picture
When several decisions are connected, addressing them one meeting at a time can make it difficult to see how the pieces fit together.
Our Financial Clarity Strategy Day is a private, concentrated experience that includes advance preparation, review of key financial information, a customized working workbook, and a dedicated four- to five-hour strategy session.
It is designed to help you organize the financial picture, evaluate your most important decisions, and make meaningful progress within one focused engagement.
Available virtually or in person in Cary or Charlotte.
Prepare for a Complex Case
Some divorce matters require more extensive analysis. Momentum; Complex Financial Strategy is a three-part engagement for cases involving executive compensation, multiple properties, substantial retirement assets, disputed financial information, or competing settlement scenarios.
The process includes a financial mapping session, customized analysis and modeling, and a final strategy session to review findings, clarify tradeoffs, and prepare for discussions with your attorney, mediator, CPA, or other advisers.
Find the Right Starting Point
You do not need to determine which service is appropriate before reaching out. We will discuss the financial concerns in front of you and identify the level and structure of support that best fit your circumstances.
Not Sure Where to Begin?
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®.
