Divorce Financial Services

Getting a divorce?  Take the important next step, and speak to a divorce financial professional.  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 do not teach math in law school.  Services  may include:

• Strategy Session 
• Budget & Lifestyle Analysis
• 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
• Scenarios for settlement based on your goals, priorities, and the make-up of the marital estate

Jump in the driver's seat!  Imagine feeling confident in the knowledge of your finances and being able to articulate your financial needs.  Ignite your preparation as you embark on the process of separation and divorce.  Divorce VIP Day is an exclusive event where we work together 1:1, you are my only focus. The day is about your finances, your priorities, your vision for your future. 

• Includes a Discovery call and a Debrief call
• Preliminary review of your financial documents prior to VIP Day
• We meet in Cary, NC. or Charlotte, NC.   By arrangement, I am happy to come to your location; travel and related costs would be at your expense.  
• VIP Days are intense and productive.  They are limited each month as take a lot of energy; my experience, knowledge, and focus is completely dedicated to you and your financial decisions.