Not every financial question requires the same level of support.. 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.
Momentum - Understand How the Financial Pieces Fit Together
Some financial decisions cannot be viewed in isolation. A decision about the marital home may affect retirement, support, cash flow, taxes, and your long-term financial stability.
Momentum is a private, three-part experience for women facing several connected financial decisions during separation or divorce. Through a structured process of preparation, financial review, and strategy, we help you organize the available information, understand the tradeoffs, identify what may still be missing, and prepare for the important conversations ahead.
The experience includes a virtual Financial Mapping Session, advance document review, a private four-hour Strategy Meeting in Cary or Charlotte, and a final virtual session to review your personalized findings and next steps.
Best for: Women facing several interconnected financial decisions that should be understood together before agreements become final.
Investment: $6,600
Two payments of $3,300.
Fulcrum - Focus on a Pivotal Financial Decision
Sometimes one financial decision deserves thoughtful attention before you move forward.
Fulcrum is a private, project-based engagement designed for women who need greater clarity around a specific financial question, proposal, or settlement option. Together, we define the question, review the relevant financial information, and evaluate the implications before important decisions are made.
The engagement includes advance document review, customized financial review, two private virtual meetings, and a personalized workbook summarizing the information discussed.
Best for: A single financial decision, proposal, or settlement question that requires focused review.
Investment: $3,000
Payment is due before the work begins.
Start With a Conversation
Every client relationship begins with an initial consultation.
This 30-minute virtual conversation provides an opportunity to discuss your circumstances, identify the financial questions that matter most, and determine which service is the best fit for your situation.
INITIAL CONSULTATION $215
Have one or two specific financial questions?
Office Hours with Jessica offers a private 60-minute virtual session for women seeking guidance on a defined financial question without engaging in a larger project.
