Divorce Financial Planning + Consulting

Legal services are not the only kind of help a woman needs when going though divorce. Our signature service is ideal when the husband has more financial knowledge, experience, or income, and you are concerned for the future and the financial decisions you must make.  It can leave you feeling vulnerable, fearful, even overwhelmed by uncertainty.  Before you sign on the dotted line, working with a Certified Divorce Financial Analyst (CDFA) on your side of the table, you build confidence in the knowledge your finances. 

• Organize the relevant material/facts to understand the financial picture of the marriage - income, expenses, assets, liabilities
• Prepare your self for the process to help you move forward
• Gain an understanding of the components of your financial picture and how decisions may impact you now and in the future 
• Level the playing field of settlement negotiations as you learn the language of money and articulate your financial needs
• Save money in legal fees by becoming a well prepared client for legal counsel
• Review cash flow projections for 5, 10, 20 years from divorce

IDEAL FOR YOU IF:   

Together, you own real estate, several investment and retirement accounts, or have other complexities in your finances and would like help determining the best mix of assets for you. You want to feel supported during the analysis of your finances and want to see short-term and long-term impact to your wealth. Your marital assets are $750,000 plus and/or annual family income is $150,000 or greater.

INVESTMENT: Begins at $3500

As a Certified Divorce Coach specializing in finances, your coach will guide you through the various aspects of your separation + divorce and the most concerning issues to you.  Through an infrastructure we have trained for, we will shed the light on your path of separation and divorce.  You decide what to focus on at the start of the each of the 5 sessions included in this package; sometimes clients choose to combine sessions. 

A divorce coach may help you:

• Identify your goals and priorities
• Plan your divorce strategy and provide resources 
• Help you get your finances organize
• Bring your best self 
• Help you prepare for meetings with your legal team or your spouse
• Determine your best next steps
• Post divorce transition
• Provide checklists and worksheets
• Remind you to tackle the challenges with your best self
• Ask questions to help you reach answers you seek

IDEAL FOR YOU IF:   You have a less complex financial picture and are looking for a thinking partner to talk through non-legal concerns or you have somewhat organized your finances and want to talk with a divorce financial professional.  The marital assets are less than $750,000 and/or family income is $150,000 or less.

INVESTMENT:  $2000

A self-paced course to help you get organized and prepare for your divorce process. We begin with the basics and take you into the 4 elements that make up your financial picture,  to addressing the documentation needed for each. This is based on our divorce financial framework used for our divorce financial planning clients. 

This course includes:

• Worksheets
• Questions when interviewing an attorney
• Topics to address with your spouse
• Helpful suggestions

Investment:  $500

Coming up on October 17th - 21st

A series of 4 Zoom calls addressing key financial topics as you prepare to navigate settlement negotiations. Visit the Divorce Workshops tab to sign up.