Divorce Financial Planning for an Informed Divorce
Every marriage is different. Every divorce is different.
We’re here to guide you through the divorce process with financial planning and coaching services designed to help you confidently achieve your best settlement. Our goal is to empower you with the knowledge and tools you need to make informed decisions for your future, with services tailored to fit your unique financial situation.
Individual Divorce Services Tailored to Your Case
Roadmap to Prosperity VIP Day
Wings of Change Working Session
Wings of Change Working Session
Transform Your Divorce Finances Confidence in Just One Day
The Roadmap to Prosperity VIP Day is an exclusive, flat-fee service designed to deliver comprehensive support, emotional clarity, and the financial tools you need to secure your future—all in a single transformative day. This premium experience is for those who want to make significant progress in a short timeframe, ensuring every decision is informed, strategic, and aligned with your goals.
Our approach is holistic, efficient, and focused on delivering exceptional value:
Review of Your Financial Documents
- A review of your financial documents before your VIP Day.
Analysis and Planning Pre and Post VIP Day Sessions
- Strategies for quantifying expenses, housing decisions, and marital estate
- Review and comparison of settlement scenarios to determine the best path forward.
Proprietary Financial Workbook
- An organized, easy-to-use workbook containing your financial facts ready to share with your attorney
Exclusive VIP Day Experience
- A day of one-on-one, access to a Certified Divorce Financial Analyst® (CDFA®) plus pre and post VIP Day touchpoint calls.
$4500
Wings of Change Working Session
Wings of Change Working Session
Wings of Change Working Session
You are undecided about divorce and want to work through some numbers before you decide if this is the path for you, or maybe the choice of divorce has been made for you and you need help in determining next steps, or prepare to work with an attorney. In Wings of Change Session, you bring the financial information and we will review and dissect together as you ask questions and gained confidence in the process.
This package is all about actionable results and focused expertise:
- Proprietary Financial Workbook: For you to gather, organize your financial facts and complete in preparation for our session
- 4-Hour Intensive Zoom Session: A deep dive into your financial situation to address your most urgent needs
- Comprehensive Strategy: Develop a plan tailored to your goals.
- Real-Time Solutions: Get immediate answers to your pressing questions and concerns.
The Wings of Change package is ideal for clients who already have their financial facts in order but need focused time with an expert to review the data, identify opportunities, and create a plan of action.
$3000
On Waitlist till February
Divorce Financial Planning Engagement
Have a complex situation and need ongoing support? Offered on a very limited bases, our holistic approach delivers ongoing value and support throughout your divorce journey:
Review of Your Financial Documents
- Thorough review of your financial documents before we begin.
- Identification of key focus areas and potential challenges specific to your case.
In-Depth Analysis
- Comprehensive assessment of assets, debts, income, and expenses.
- Detailed exploration of complex financial matters, such as business assets, investments, and retirement accounts.
- Ongoing analysis as new information or settlement options arise.
Financial Planning
- Development of tailored strategies for managing expenses, housing decisions, and lifestyle adjustments.
- Guidance on creating and adjusting post-divorce budgets.
- Support with long-term planning, including retirement projections and investment strategies.
Negotiation Preparation & Support
- Ongoing preparation for mediation or attorney negotiations.
- Real-time feedback on settlement scenarios and proposals.
- Expert strategies to advocate for your financial needs and secure a favorable outcome.
Personalized Financial Workbook and Revisions
- Creation of a detailed workbook organizing your financial data for easy reference.
- Custom reports and summaries to present to your attorney or mediator.
On-going Support
- Multiple strategy sessions spread over 3-12 months, tailored to your timeline and needs, with your legal counsel as needed
- Access to a Certified Divorce Financial Analyst® (CDFA®)
$6500 deposit to get started
Next Steps in Your Divorce:
Attend our Next Workshop
You don't know what you don't know. This 1-hour Virtual Session we will talk about getting organized, documents to gather, and relevant information.
Client Testimonials
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2500 Regency Parkway Cary, NC | 6000 Fairview Road, Suite 1200 Charlotte, NC
Navigating Your Financial Journey through Divorce
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