Raleigh 919.703.3036 * Charlotte 704.321.4494


  1. We start with a Complimentary Initial Consultation of 15 minutes
  2. If you decide to hire our firm, you have 3 options to consider and will schedule a time convenient to us both via telephone once payment is made.  Please complete the client information sheet.
  3. Pre-Divorce Brainstorming Packages, 2 choices 
  4. Divorce Process is our Financial Analysis CDFA Services Package, If we agree that a more our depth process is suitable, the BSW Financial Document Checklist below you will use to gather the documentation; the process below applies to you:

  • Once we receive the letter & payment we will schedule our first meeting via telephone or in person in Charlotte or Raleigh areas
  • We tailor our process for our clients' needs, a general outline is as follows:  

  1. Understanding your goals and priorities
  2. Gathering of your financial facts
  3. Lifestyle Analysis
  4. Assets and Liabilities Chart
  5. Cash Flow Analysis & Analysis of Settlement Scenarios


Pre-Divorce Brainstorming Package


Pay with PayPal or a debit/credit card

(1)  90 Minute Session Via Telephone

Address topics relevant to beginning the process, things to consider, resources available


Divorce Brainstorming Package


Pay with PayPal or a debit/credit card

(4) 1 Hour Weekly Sessions via telephone

Discuss the financial picture, considerations about division of assets, etc.


Divorce Process


Pay with PayPal or a debit/credit card

Review of assets and balance sheet creation, current & future expense plan , division of asset options with current and future cash flow analysis, discuss tax implications of each option, review of living options and financial implications of each choice, co-parenting plans,  guidance on resolution of outstanding issues

9 Sessions

Initial Session is 2-3 hours

Available on call via text & email