Because spending your children's education fund on your divorce isn't the only option.
This initial 90 minute meeting will take place via phone or virtually, with 2 CDFAs during which we can learn about your situation, answer any questions you have, and get clarity on the desired outcomes of each party. We will address fees and our process in more detail. We will also provide you with a document checklist and client information sheets to complete.
If you decide to move forward with our services, individual sessions are then scheduled with each party to discuss your interests and give you some coaching on how to make process successful. You also have time to gather your relevant documents to provide to us via a secure, online shared file we will create for you.
We will complete all of the data entry, analysis, and report preparation for a joint negotiation meeting.
We schedule a 2-hour presentation/negotiation session where we present our findings and offer one or more settlement options to consider. We work with you until all aspects of your settlement are decided.
We will not provide legal advice. Instead we will craft a Memorandum of Understanding stating the decisions agreed upon in our sessions, a document you can take to a family law attorney to draft a Separation Agreement.
Limited appointments available each month
Divorce Financial Planner + Coach - Charlotte | Cary