Financial matters of divorce can be complex and involve mixed emotions. But only you can take back your power, protect your financial future, and feel confident in negotiations. Preparation is key.
Coming here is an excellent first step.
Our Divorce Financial Planning Services offer a hands-on approach so you can articulate your financial needs as you move through the divorce process. We offer different levels based on your needs and the complexity of your finances. The level you select will determine how in depth the work we do together will be, generally, this is a list of what it may include:
We begin by preparing your financial information in a financial workbook in preparation for a day spent with our CDFA in Cary or Charlotte, where she will guide you through the elements that make up your financial picture, crafting the best scenarios to consider. You will leave better prepared for settlement negotiations. Our most popular service.
Through a series of virtual meetings and gathering of financial facts, we build your financial picture and work through your numbers, your concerns, and guide you through he process as you gain confidence, learn the language of money, and determine the best next steps. When you are more comfortable with a more prolonged process.
Through a private 3-hour divorce coaching session, we will dive into your most pressing financial issues and questions, working through what you need to move forward. When you are not sure about divorce, need some guidance and seek help on financial matters of divorce.
With a Certified Divorce Financial Analyst (CDFA®) as your guide, our goal is to provide you with the financial knowledge + expertise you need for an amicable separation. Your financial issues are carefully considered for the short term and long term to help you do that in a way that reduces family conflict and maintains a neutral environment.
This process requires you to be motivated to deepen your understanding of your finances. The first step is to schedule a consultation. We offer complimentary consultations at different times as time permits.
Let's work through this together.
Ready to Commit to Your Financial Future?