Experience, Expertise, and Knowledge
Divorce Financial Planning Client Services
Domestic financial matters can be complex and involve a lot of emotions. We assist clients and their legal counsel with the financial decisions of the separation + divorce process, including identifying assets and debts, quantifying income and expenses, and consulting on best scenarios for settlement.
When You Hire BrainstormingWomen, You Will Work With Jessica
After 20 or 30 years of marriage, legal services are not the only kind of help a woman needs when going though divorce. The upcoming decisions you will have to make require specialized guidance and analysis. This is especially true when the husband has more financial knowledge, experience, or income. In our Divorce Financial Planning + Consulting services, we will examine the financial issues specific to your case and craft settlement scenarios tailored to your individual circumstances and lifestyle.
Areas of focus may include some or all of the following, depending on the complexity of your case:
- Perform Document Review
- Budget & Lifestyle Analysis
- Prepare the Financial Affidavit
- Prepare marital asset spreadsheet
- Evaluate the appropriate mix of assets
- RSU and other stock awards tracing
- Analysis of whether to keep the marital home
- Mid-term and long-term cash flow projections
- Prepare Document Request
- Develop Budget Projections
- QDRO preparation
- Craft scenarios for Settlement
- Communicate results with your attorney
- Review drafts of your agreement and provide feedback
- Provide Mediation support for you and your legal counsel
Bottom line - We help you prepare to make the financial decisions.
A Day Dedicated to You + Preparing for Divorce
VIP Day Cary
VIP Day Charlotte
VIP Day Charlotte
This is a time for thinking and diving into your finances, you will gain clarity and feel more confident as you move forward.
My in-person VIP Day is a strategy and coaching day, to prepare you and your financial picture for negotiations with your goals and priorities in mind. It is an exclusive engagement during which you and your case are my only focus. We will send you a questionnaire and document checklist ahead of our Discovery call and set up a Dropbox folder for your to upload the documents. You will have some homework in preparation for our day together.
Includes:
1 - Discovery call before VIP Day to prepare
1 - VIP Day with a breather/lunch break
1 - Debrief call within 3 weeks of VIP Day to finalize
IDEAL FOR YOU IF: Time is of the essence and you want to get your finances ready to meet with an attorney or prepare for Mediation.
Investment: $3000
Limited days available each quarter
VIP Day Charlotte
VIP Day Charlotte
VIP Day Charlotte
This is a time for thinking and diving into your finances, you will gain clarity and feel more confident as you move forward.
My in-person VIP Day is a strategy and coaching day, to prepare you and your financial picture for negotiations with your goals and priorities in mind. It is an exclusive engagement during which you and your case are my only focus. We will send you a questionnaire and document checklist ahead of our Discovery call and set up a Dropbox folder for your to upload the documents. You will have some homework in preparation for our day together.
Includes:
1 - Discovery call before VIP Day to prepare
1 - VIP Day with a breather/lunch break
1 - Debrief call within 3 weeks of VIP Day to finalize
IDEAL FOR YOU IF: Time is of the essence and you want to get your finances ready to meet with an attorney or prepare for Mediation.
Investment: $3,400
Limited days available each quarter
More Divorce Financial Guidance Options
Private Divorce Coaching
Unless they ask, it is not wise to tell your attorney all the long detailed stories, because it can get quite pricey to use them as a sounding board for the emotions, fears you are experiencing. Let them focus on the law. Together we will work through the details so you can use the time with your attorney efficiently and get the legal answers you need.
We will meet in 3 one on one private coaching sessions per month during which we will address the issues and concerns of your separation + divorce. The topic for each session will be primarily financial but really is up to you. We can discuss the challenges you are facing and tackle financial decisions during this time. The framework used is that of helping you find the solutions and answers to your questions. To calm the sense of overwhelm you may be feeling, to support you, is the focus.
IDEAL FOR YOU IF: You feel like having a listening ear would help you move through this process with less stress. A monthly arrangement may help make this more accessible to you.