Divorce Services

Getting a divorce?  Unsure about next steps, need to speak to a divorce financial professional, want to get organized?  Our Signature service is a hands-on approach in which we come up with solid scenarios for your future as you work through settlement negotiations, long term cash flow projections, your new spending plan.  Our work together is tailored to your financial decisions, to help you and your legal counsel navigate them; after all they don not teach math in law school.  Services include:

• Initial Strategy Session 
• Budget & Lifestyle Analysis
• Prepare the data for the Financial Affidavit
• Evaluate the appropriate mix of assets considering various factors of importance to you
• Develop budgeting projections 
• Cash flow projections both short-term and long-term to get a glimpse of what your finances may look like years from now
• Phone meetings with your attorney
• Prepare you for Mediation 

Need to prepare for Mediation?  Ready to do the tackle your understanding of your options?  Ignite your preparation as you embark on the process of separation and divorce.  Our most popular service is a private Divorce VIP Day which is an exclusive event  where we work together 1:1.  The day is about your finances, your priorities, your vision for your future, it is a time for thinking and diving into your numbers and what they could mean to you; gain clarity and feel more confident as you move forward with the knowledge.  

• Includes a Discovery call and a Debrief call, as well as preliminary review of documents prior to VIP Day
• Held in Cary, NC
• By arrangement, I am happy to come to your location; travel and related costs would be at your expense.  
• VIP Days are limited each month because they take a lot of energy; my experience, knowledge, and focus is completely on you and your financial decisions