Identify Your Goals + Priorities

Your peace of mind and financial well-being is our goal .  We begin with understanding your vision for the future and your key financial objectives. This crucial step ensures our guidance aligns with your unique needs.

You'll receive access to our secure digital platform to upload relevant financial documents. We provide user-friendly worksheets to compile your financial information.  And organize financial facts.

We conduct a review of your submitted information. We analyze your current financial circumstances and explore potential courses of action, evaluating the pros and cons of various financial choices.

Based on your case we create clear, practical settlement scenarios tailored to your situation. These are designed to help you achieve your financial objectives and navigate negotiations confidently.

A digital financial workbook that summarizes your financial facts; income, expenses, assets, debts. This valuable tool serves as a blueprint to take to your attorney ours in negotiations.

As appropriate, we offer follow-up services to provide continued support, engage with your legal counsel, or through Mediation with your spouse,  as you move forward.