Roadmap to Prosperity Divorce VIP Day
Ready to Chart Your Path Forward?
Embark on your empowered divorce journey. Prepare to have divorce financial settlement conversations with your spouse or attorney by working through the details of your finances with a divorce financial professional. It is a service exclusively dedicated to you and your upcoming negotiations. You will gain clarity and feel more confident as you prepare to articulate your financial needs and priorities.
One on One With Our CDFA
At BrainstormingWomen, what we do best is bringing you clarity and peace of mind by helping you make informed financial decisions. Your future is in your hands and our CDFA, Jessica Garcia, is trained to guide you through the process.
STEP 1: The Documents
You will receive a financial document checklist as the first step in your onboarding process. It will include items needed for a preliminary review of what you make, what you spend, what you own, and what you owe. You may also receive worksheets to prepare.
STEP 2: Roadmap Call
This first call is to address the review of your documents, address any questions, clarifications needed, as well as plan the strategy for your VIP Experience. The result of this call may be to-do items that may include homework for you in preparation.
STEP 3: VIP Experience
Your VIP Day takes place in 2 Zoom sessions in one day. This time is for organizing the data provided, assessing your financial facts and numbers, and evaluating different scenarios for settlement based on your priorities and goals.
Sessions are full of thinking, sharing of knowledge, and analysis of the possibilities of your future. We address your questions and prepare you for your upcoming discussions with your spouse and/or attorney.
STEP 4: Your Clarity Call
A final call during which we will revisit you financial workbook, which you can share with your legal counsel, and address any questions or minor edits you may have. Let the attorney focus on what they know best - protecting your rights through the law.
Logistics
The package begins at $4400.
These 2 sessions can also be held within 10 days of one another rather than in one day.
Sessions are held over Zoom.