Certified Divorce Financial Analyst®
Certified Divorce Financial Analyst®
Every transformative journey begins with a single step.
Step 1: Connect.
Schedule your confidential call. We’ll take a few moments to understand your situation, your goals, and where you most need clarity.
You choose a time that works best — we’ll send your private Zoom link the morning of your call.
Step 2: Discover.
Meet directly with Jessica M. Garcia, MBA, CDFA®, CDC® for a focused consultation. Together, we’ll talk through your financial questions, immediate concerns, and the outcomes you want to achieve.
Step 3: Reserve.
Once you’re ready to move forward, you’ll reserve your experience with a deposit.
Each client journey is tailored — a single transformative VIP Day or a customized, we design the process around you.
Step 4: Prepare.
You’ll receive access to your secure digital folder, personalized checklist, and proprietary financial organizer. This preparation ensures that we focus on what truly matters — your financial clarity and peace of mind.
Step 5: Transform.
Your Divorce VIP Day — a private, high-touch day designed to replace confusion with clarity. Together, we’ll analyze your complete financial picture, explore real-life scenarios, and create a strategic roadmap forward.
Step 6: Move Forward.
This is phase where the numbers come to life, we take your data —income, expenses, assets, and liabilities—and translate these into clear financial scenarios:
- Projections: How choices made today will impact your future financial stability.
- Impact Analysis: Understanding how agreements affect cash flow, retirement, and long-term security.
