Private. Thoughtful. Structured.
Decisions Made Now Will Shape the Years Ahead
BrainstormingWomen offers private divorce financial planning and strategy services designed to help you understand the financial landscape, ask better questions, and make decisions with greater clarity.
DIVORCE FINANCIAL PLANNING SERVICES
01- MOMENTUM, Our Signature Experience
Momentum is designed for women who are facing several connected financial questions during separation or divorce.
You may be trying to understand whether keeping the house appears financially sustainable, how support could affect your cash flow, what different settlement options may mean, or how retirement accounts, investments, executive compensation, or business interests fit into the larger picture.
When several decisions affect one another, reviewing them separately may not provide enough clarity. Momentum gives us dedicated time to organize the available information, examine the most important financial issues, and help you better understand the choices and tradeoffs ahead.
Your experience includes:
- A virtual Financial Mapping Session
- Advance review of core financial documents related to your priorities - up to 8 accounts
- Customized financial analysis based on the information available
- A private four-hour Strategy Meeting in Cary or Charlotte
- A Financial Clarity Dossier outlining key findings, questions, and next steps
- A final virtual review session
The purpose is to help you understand what the financial information may mean, what may still be missing, and what deserves attention before you move forward.
Investment: $6,600 - Two payments of $3,300
The first payment is due with Client engagement.
The second payment is due before the Strategy Meeting.
02 - Fulcrum, Focused Financial Analysis for a Pivotal Decision
Some financial decisions carry more weight than others.
A proposed settlement, the decision to keep or sell the marital home, the treatment of retirement assets, or the terms being considered before mediation may affect several parts of your financial future.
Fulcrum is a private, project-based virtual engagement for women who need focused financial analysis around an important question, proposal, or decision.
Although the assignment has a clear focus, the analysis may include several related financial factors. For example, evaluating whether keeping the marital home appears sustainable may require reviewing income, support, housing costs, refinancing, taxes, cash flow, and the effect on other assets.
Fulcrum may be appropriate when you need help:
- Reviewing a proposed settlement
- Comparing up to two settlement scenarios
- Evaluating the financial impact of keeping or selling the marital home
- Reviewing retirement, investments
- Preparing financial analysis for mediation
- Examining a support, cash-flow, or asset-division question
Your Fulcrum Engagement Includes
- A private 90-minute Financial Strategy Session to understand the decision in front of you and confirm the focus of the analysis
- A customized document request based on the agreed assignment
- Preliminary review of the financial documents
- Customized financial modeling and analysis based on the information available
- Up to two relevant scenarios or comparisons, when appropriate
- A customized financial workbook showing the assumptions, calculations, and financial considerations reviewed
- A concise Financial Analysis Summary outlining key findings, tradeoffs, missing information, questions requiring further attention, and next steps
- A private 90-minute Findings Session to review the analysis and prepare for conversations with your attorney, or spouse
Best for: women facing an important financial decision or proposal that requires focused analysis but not the broader Momentum experience.
Investment: $3,000
Payment is due in full before the work begins.
NOT FACING DIVORCE?
Financial clarity for women navigating life and wealth after 50
Not every financial turning point involves divorce.
Her Financial Review is a private, one-on-one financial review for women who want a clearer understanding of what they own, owe, earn, spend, and may need to address next.
Whether you are experiencing a life transition, preparing for an important conversation, or simply want to become more informed about your financial life, this structured review provides a thoughtful place to begin.
Ready to understand your financial picture?
IT BEGINS WITH A CONVERSATION
A private 30-minute Zoom conversation with Jessica M. Garcia, MBA, CDFA®, designed to help you discuss where you are, identify the financial concerns weighing on you most, and consider the type of support that may be appropriate for your situation.
This is a thoughtful first step for women who are exploring their options and would like to understand how BrainstormingWomen may be able to help.
The consultation is not intended for detailed financial analysis, document review, or answers to complex case-specific questions.
If you only have a focused financial question that requires dedicated time, Office Hours with Jessica may be the better fit.
Investment: $215 | Virtual
