Decisions Made Now Will Shape the Years Ahead

Investment: $5,000

For the woman who needs to understand how the financial pieces fit together before making decisions about separation and divorce.

You may have account statements, property information, income figures, and questions about a proposed settlement—and feel unsure what they mean for your life. Momentum helps you organize that information, understand the connections, and an understanding.

Before our first meeting, I review the financial information you provide. Together, we then explore what you own and owe, your current and anticipated cash flow, and how decisions about your home, support, or retirement could look in 10-15 years.

Our work unfolds through three focused financial strategy meetings, with review and analysis between sessions. Each meeting lasts up to two hours, giving us time to work through the details while leaving space for you to absorb the information and consider your questions.

We also identify missing information or financial questions to address for more productive conversations with your attorney, mediator, or spouse.

Your Momentum experience includes:

• A financial document checklist and a private digital folder for sharing your information
• Up to four hours of initial financial document review
• Three private financial strategy meetings, up to two hours each
• Financial analysis and review between meetings, focused on the priorities and scope we establish together
• A final one-hour meeting to bring our findings together, clarify remaining questions, and identify next steps

Available virtually throughout the United States.

Investment: $2,500

For the woman who has organized her financial information and wants experienced guidance with a specific decision or set of related questions.

Perhaps you are weighing a decision about the house, preparing for mediation, or considering the financial implications of a settlement proposal. You have gathered the information, but want help understanding what it may mean or how to move forward.

Fulcrum combines advance review of your prepared materials with a private three-hour working session focused on the questions we establish together.

Before we meet, I spend up to 90 minutes reviewing your information. 

During our session, we examine what the numbers show, explore potential tradeoffs, and identify information you may still need. There is time to ask questions, work through the details, and consider your next steps.

Your Fulcrum experience includes:

• Up to 90 minutes of advance review of your organized financial materials
• A private three-hour working session centered on your agreed financial questions, with a brief break as needed
• Guidance to help you understand the financial implications of the options we discuss
• Clear priorities and practical next steps

Fulcrum is best suited to a defined concern that we can meaningfully address in one working session. If you need a broader financial foundation across several meetings, Momentum may be the better fit.

If additional questions or needs arise afterward, we can discuss a separate hourly engagement.

Available virtually throughout the United States.

Investment: $2,000 

per month

For the woman whose divorce is unfolding over time and who wants a steady financial thinking partner along the way.

New documents arrive. A proposal changes. A conversation with your attorney raises another question. You may be comfortable gathering information, yet tired of making sense of each new development on your own.

Continuum provides four private one-hour Zoom sessions each month—a dependable time to discuss what has changed, understand financial tradeoffs, and identify what deserves your attention next.

Together, we can examine documents during our meetings, work through financial questions, and prepare for conversations with your attorney, mediator, spouse, or other professionals.

Before each session, a brief four-question check-in helps us focus on your current concerns and priorities. Your recurring meeting times are reserved, providing continuity as your circumstances evolve.

Your Continuum experience includes:

• Four private one-hour Zoom sessions each month
• A brief four-question check-in before each session
• Review and discussion of relevant financial documents during meetings
• Financial perspective and preparation for upcoming conversations and decisions

If you need document review, calculations, or scenario analysis outside our sessions, we discuss the scope and additional fee before that work begins.

Continuum may follow Momentum or Fulcrum, or be appropriate when you already have an organized financial foundation and want consistent support.

Initial three-month commitment.. All sessions take place over Zoom.