Raleigh 919.703.3036 * Charlotte 704.321.4494

PRE-Divorce THINKING Session

Strategy sessions in which we will:

  • Explore options for your situation
  • Discuss finances and explore settlement ideas
  • Map out a plan for transitioning to the next phase of your life
  • Identify your biggest fears and the best way to address them
  • Connect you with any other resources you’ll need in your process


Divorce Financial Analysis Services

Preparation is key when going through divorce.  We will help you gather the necessary documents and work with other advisors, such as your attorney and tax professional to address the financial questions and concerns that may arise. 

Our services are tailored to your needs and may include the following:

  • Budget & Lifestyle Analysis
  • ​Written evaluation of the parties’ financial situation
  • Prepare the Financial Affidavit
  • Prepare Equitable Distribution Affidavit
  • Prepare marital asset spreadsheet
  • Evaluate the appropriate mix of assets
  • Prepare Document Request 
  • Perform tax calculations and tax reviews of both parties
  • Perform document review
  • Develop budgeting projections 
  • Perform future financial projections
  • Prepare net present value calculations


Divorce Coaching Services

We are pleased to announce that in late 2019 we will offer Certified Divorce Coach® services.  As our clients transition through this chapter of life we also want to help them through the stress, chaos, and overwhelm it can bring.

"Divorce coaching is a flexible, goal-oriented process designed to support, motivate, and guide people going through divorce to help them make the best possible decisions for their future, based on their particular interests, needs, and concerns. Divorce coaches have different professional backgrounds and are selected based on the specific needs of the clients.  For example, some divorce coaches are financial planners, mental health professionals, lawyers, or mediators who have experience dealing with divorcing clients."    ~ The American Bar Association website

Common Questions

What is the difference between coaching and therapy?  Coaching is future focused and supports clients to move forward from their current situation. The primary focus of coaching is creating actionable strategies for achieving specific goals. The emphasis is on self-discovery, action, accountability, and follow-through.  Therapy is focused on psychoanalyzing the past and the impact it has had on an individual.  There are cases where a client will benefit from working with both a therapist and a coach, especially if the individual is suffering from severe anxiety, depression, or childhood trauma. For clients who have a desire to change and are goal oriented, coaching is an excellent choice.

I have worked with therapists before, how does coaching differ?  Some people thrive in therapy, while others get stuck and wrapped up in the analysis of why and how and what if. For those individuals coaching is a very positive and driven approach, where there is no room for getting stuck. The process is very goal oriented, and that structure assures both coach and client to measure success and evaluate the strides that were made.

How many coaching sessions will I need?  Coaching time is really different for everyone and  depends on what challenges you are facing, most people will need anywhere from 4-8 sessions initially.  From there we will craft a plan that works for you.  Ultimately the goal is to help you spread your wings and fly.