Decisions Made Now Will Shape the Years Ahead

For the woman who needs to see how the financial pieces fit together before making decisions that may shape her next chapter.

You may have account statements, property information, income figures, and questions about a proposed settlement—but still feel unsure what they mean for your life. Momentum gives us dedicated time to bring those pieces into focus.

Before we meet, I review the financial information you provide. Then we work through what you own and owe, what your cash flow may look like, and how one decision could affect another. We also identify gaps in the information so you can prepare for more productive conversations with your attorney, mediator, or spouse.

Your Momentum experience includes:

• A financial document checklist and up to four hours of financial review
• A one-hour private strategy call to discuss priorities and plan our working time
• Four hours of focused financial strategy, either in person as a private day or through two Zoom sessions
• Up to one hour of additional analysis, cash-flow work, or follow-up based on what arises during our sessions

Momentum is for you if you want a thoughtful review of your broader financial picture and dedicated time to consider several connected decisions.

Investment: $5,000

Available in Charlotte or Cary, and virtually throughout the United States.

For the woman who has gathered her information and wants experienced help with the financial questions in front of her.

Perhaps you are weighing a decision about the house, preparing for mediation, or trying to understand the financial implications of an option on the table. You do not need an extended engagement, but you do want more than a brief conversation.

The Divorce Financial Intensive is a private three-hour working session built around defined questions and the materials you have prepared. I review those materials for up to 90 minutes beforehand, so we can spend our time examining what the information shows, discussing potential tradeoffs, and identifying what you may need to learn next.

Your Intensive includes:

• A structured financial questionnaire
• Up to 90 minutes of advance review of your prepared materials
• A private three-hour working session
• Guided discussion of your defined financial questions and clear next steps

This experience is best for you if you are comfortable gathering and organizing your own information and want focused financial perspective at an important moment. If your questions call for a fuller review of how your finances fit together, Momentum offers that broader work.

Investment: $2,500

Available in Charlotte or Cary, and virtually throughout the United States.

For the woman whose divorce is unfolding over time and who wants a steady place to think through each new development.

New documents arrive. A proposal changes. A conversation with your attorney raises another question. You may be capable of gathering the information, yet tired of trying to interpret every change on your own.

Continuum gives us a recurring time to examine what is happening and what deserves your attention next. With four private Zoom sessions each month, we can review documents together, discuss financial questions and tradeoffs, and help you prepare for conversations with your attorney, mediator, spouse, or other professionals.

Before each session, a brief four-question check-in helps us focus on what has changed. Your recurring meeting time is reserved, so you have a dependable space for this work as your circumstances evolve.

Continuum is for you if you value consistent financial perspective and preparation throughout the process, rather than a single concentrated session.

Investment: $2,000 per month
Initial three-month commitment, with the opportunity to continue for an additional three months.  All sessions take place over Zoom.