As you embark on one of the biggest financial decisions of your life, it is important to partner with a financial expert specialized in helping women through the process of separation and divorce; this is especially true for women who have been in a long-term marriage that has accumulated substantial assets. Our approach is tailored, dedicated, and supportive to offer clarity as you assess your options and make the difficult decisions.
Schedule a Brainstorming Call:
- A conversation with a CDFA can help you address some of your questions and concerns, and help you determine next steps.
Speak with Jessica:
- Find a private space where you can speak on the phone freely
- Right down your questions
- Prepare for an open, honest dialogue
Continue the Journey Together:
- To kick off working together, you will receive a client agreement and an invoice for the services selected
- We schedule our next meeting
- Stay engaged and proactive throughout to maximize your investment in our services
