Jessica M Garcia MBA CDFA CDC
Divorce Financial Planner, Mediator
Jessica M Garcia MBA CDFA CDC
Divorce Financial Planner, Mediator
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    • Home
    • Divorce in Charlotte NC
    • Divorce Services
    • Women and Wealth After 50
    • Office Hours with Jessica
    • Jessica M Garcia
    • FAQ
    • Resources
    • Blog
    • Divorce Organizer
SCHEDULE A CONSULTATION
  • Home
  • Divorce in Charlotte NC
  • Divorce Services
  • Women and Wealth After 50
  • Office Hours with Jessica
  • Jessica M Garcia
  • FAQ
  • Resources
  • Blog
  • Divorce Organizer
SCHEDULE A CONSULTATION
Private. Thoughtful. Structured.

Decisions Made Now Will Shape the Years Ahead

Divorce brings financial decisions about income, the home, retirement, investments, support, debt, taxes, cash flow—while other parts of your life are changing at the same time.

BrainstormingWomen provides divorce financial planning and strategy to help you understand how those financial pieces may fit together.

DIVORCE FINANCIAL PLANNING FOR WOMEN

MOMENTUM, OUR SIGNATURE SERVICE

Momentum is a concentrated divorce financial planning engagement designed to give you dedicated time to focus on the financial decisions in front of you—without allowing those decisions to stretch indefinitely across your calendar.

Before we meet, I review the financial information and documents you provide so our time together can be spent working through the questions, tradeoffs, and decisions that matter.


Your Momentum Engagement


Preparation and Financial Review

You will receive a financial document checklist to help you gather the information most relevant to your situation.

I spend approximately four hours reviewing and organizing the information, identifying areas that deserve closer attention, and preparing for our work together.

Private Strategy & Preparation Call

We begin with a one-hour private session to discuss what I am seeing, clarify your priorities, and determine where our focused working time will be most valuable.

Four Hours of Focused Financial Strategy

We then spend four dedicated hours working through your financial picture and the decisions in front of you.

Charlotte Private Day

Two private two-hour sessions in Charlotte, separated by approximately one hour for lunch and a mental reset.

Virtual Focused Week

Two private two-hour Zoom sessions, generally completed within the same week.

After Our Working Sessions

Momentum also includes up to one hour of additional financial analysis, cash-flow work, or follow-up based on what arises during our sessions.


Why Momentum Is Designed This Way
Instead of addressing important financial decisions piecemeal over many weeks or months, you give yourself dedicated space to understand what is happening, ask the questions you need to ask, and make meaningful progress.

By the end of Momentum, you should have a clearer understanding of:

  • What you own and owe and how the pieces fit together.
  • What your current and potential future cash flow may look like.
  • Which financial decisions are connected.
  • The tradeoffs within the options you're considering.
  • What information may still be missing.
  • What questions should be discussed with your attorney, CPA, or other professionals.
  • What deserves attention before you agree to financial terms.


Investment

$5,000

Available privately in Charlotte or virtually throughout the United States.

SCHEDULE A CONSULTATION

When Additional Support is Needed

Hourly Divorce Financial Planning

As your divorce progresses, new information, settlement proposals, mediation, or other financial questions may arise. When additional analysis or support would be useful after Momentum, Divorce Financial Consulting is available at $350 per hour with an initial retainer.


There is no requirement to continue after Momentum. We determine together whether additional work would be useful based on what your situation actually requires.

Ready to understand your financial picture?

IT BEGINS WITH A CONVERSATION

A 30-minute consultation with Jessica M. Garcia, MBA, CDFA®, designed to help you discuss where you are in the divorce process, identify the financial questions in front of you, and determine whether BrainstormingWomen may be an appropriate fit.  

The consultation is not intended for detailed financial analysis, 

document review, or answers to complex case-specific questions.


If you only have a focused financial question that requires dedicated time, Office Hours with Jessica may be the better fit.


Initial Consultation | 30 minutes | $215 | Virtual

SCHEDULE HERE

"I'm so thankful to have access to this type of thinking" ~ BrainstormingWomen Client

Jessica M Garcia CDFA

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Jessica M. Garcia, MBA, CDFA®

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