Certified Divorce Financial Analyst®
Financial Clarity for Divorce
Divorce Financial Planning
Coaching
Private Mediation
Certified Divorce Financial Analyst®
Financial Clarity for Divorce
Divorce Financial Planning
Coaching
Private Mediation
DIVORCE FINANCIAL INSIGHT BEGINS HERE
Step 1: Connect with Us
Schedule a 30-minute Consultation. We will ask a few simple—and completely confidential—questions to understand your needs and explore our service options.. You select a day and that work best for you, we send you a Zoom link the morning of the call.
*Differs from Office Hours with Jessica as those sessions are for addressing one or two questions, not our services.
Step 2: Your Initial Consultation
During this first conversation, you’ll meet with Jessica, CDFA® to share your concerns and priorities; this session helps us determine the right path forward together.
Step 3: Select Your Service
Once you decide on the best option—you’ll reserve your spot with a deposit. Every divorce is different: some are straightforward, others more complex, we structure our services to match your needs.
Step 4: Gather & Prepare
You’ll receive access to your secure digital folder, checklists, worksheets and (where applicable) a proprietary financial organizer. This preparation step ensures our time together is focused, efficient, and productive.
Step 5: Strategy Sessions & Guidance
We’ll meet for focused sessions, where we’ll work through your documents, decisions, and strategy, as well as next steps. Depending on the service, this may be a single session, powerful VIP Day or a series of mediation sessions.
Step 6: Analysis & Projections
This is phase where the numbers come to life, we take your data —income, expenses, assets, and liabilities—and translate these into clear financial scenarios. Depending on your service, this may include:
- Projections: How choices made today will impact your future financial stability.
- Scenario Comparisons: Evaluating options side by side (e.g., keeping the house vs. selling, different asset division models).
- Impact Analysis: Understanding how agreements affect cash flow, retirement, and long-term security.
Office Hours with Jessica
No Prep. No Plan. One Hour of Critical Thinking with a CDFA.