Jessica M. Garcia MBA CDFA CDC
Divorce Financial Expert on Your Side
When you are navigating the challenging terrain of divorce, Jessica Garcia is more than an expert – she's a dedicated ally empowering you through financial clarity. With 30 years of experience Jessica Garcia, is your trusted guide through the complexities of divorce financial planning.
With a rich background spanning 22 years at Bank of America and predecessor banks, coupled with 8 years as the owner of BrainstormingWomen Divorce Financial Planning + Coaching, she brings a wealth of expertise and experience to help you navigate the intricate world of divorce finances.
Jessica holds a Master of Business Administration (MBA) degree, which provides her with a strong foundation in strategic financial planning and analysis. Leveraging her exceptional financial acumen and critical path thinking skills to guide clients through the financial details that lead to fair and informed scenarios for settlement.
As a Certified Divorce Financial Analyst (CDFA) and Certified Divorce Coach (CDC), Jessica possesses specialized training and proficiency to unravel divorce-related financial matters. She understands the unique financial intricacies involved in divorce settlements, including property division, spousal support, child support, and tax implications. By analyzing financial data, Jessica provides expert recommendations that equip her clients with the knowledge they need to negotiate effectively and confidently.
Since experiencing her own divorce, Jessica has been committed to providing compassionate support and guidance to her clients during one of the most challenging periods of their lives. . This personal experience fuels her commitment to providing compassionate support during this challenging time. She recognizes the emotional and financial toll divorce can take on a family, and she strives to alleviate the stress by providing a clear roadmap and valuable insights into financial matters.
By working closely with Jessica, clients gain confidence in their financial decision-making abilities, ensuring they make choices that align with their long-term goals and protect their financial interests. Jessica's collaborative approach and commitment to personalized service make her a trusted partner for women and couples seeking expert guidance during the divorce process.
If you are going through a divorce and need professional assistance in navigating the financial aspects, work with Jessica M. Garcia. Her warm and genuine manner will put you at ease and her experience and credentials will give you the confidence to know that you have come to the right person.
With her expertise and dedication, you will achieve financial clarity, be empowered to make informed choices, and transition into a new chapter of your life with confidence; peace of mind is possible.
Education
- Masters in Business Administration from the McColl School of Business at Queens University of Charlotte
- Bachelor of Arts in American Studies and Business from Queens College (now Queens University of Charlotte)
Divorce Credentials
- CDFA®️ Certified Divorce Financial Analyst
- CDC®️ Certified Divorce Coach
Additional Credentials for specialized Divorce Coaching and Dispute Resolution Coaching
• DFC™ Divorce Financial Coach• CDFC™ Certified Divorce Financial Coach
• CDP™ CDP Divorce Practitioner™
• CDRC™ Certified Dispute Resolution Coach
Licenses previously held, no longer active
- NC Real Estate Salesman License
- NC Health & Life Insurance License
- FINRA Series 6, 63, 65, 66 and 7
A Fair Divorce Settlement Requires Knowledge + Experience
An Informed Divorce
Knowledge is Power! Attorneys tell us that finances and child custody are the biggest hurdles during divorce. You want what is fair and equitable. Our Divorce Financial Planing Service is a hands-on approach through which you will have solid settlement scenarios for your to use during negotiations. You will be able to articulate your financial needs with confidence as you move through the divorce process.
- Financial Document Checklist
- Preliminary review of Financial Documents
- Initial Strategy Session
- Prepare the expense and income information
- Prepare marital asset spreadsheet
- Evaluate the appropriate mix of assets
- Develop budgeting projections
- Review of Financial Workbook
- Perform short-term and long-term cash flow projections
Divorce FInancial Planning for Women
Testimonial from a Client's Family Member
Compassion and Experience Go Hand in Hand
Divorce Coaching Services in Cary
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