Divorce Financial Planning

You have built a nice marital estate together and are now having to figure out the best way to divide it.   Our hands on approach allows us to craft scenarios for settlement for you to consider.  Serving clients in North Carolina and beyond, we are well versed in the complexities that sorting through the finances of divorce can bring,    Although your family law attorney may have some knowledge of personal finances, many do not have a financial background; this is where we can help.  Our services are tailored to help you make well-informed, fair-minded decisions and may include the following:


  • Prepare Financial Affidavit
  • Prepare Marital Financial Asset Inventory
  • Retirement Plan division alternatives
  • Pension valuation
  • Evaluate Appropriate Mix of Assets
  • Keep vs. Sell the marital home
  • Creative settlement solutions
  • Property tracing to determine separate/marital property
  • Financial Life Analysis & Cash Flow Projections
  • Prepare for Mediation & Mediation Support
  • Assess Settlement Proposals and counter-proposals

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Divorce Coaching

"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


Sometimes the solution is in the thinking & having someone to work through the issues with you.  When experiencing a major life change, it helps to have a thinking partner to listen and help you work through your thoughts, my weekly coaching program allows you to select what we will focus on in each 50 minute session.  


Some examples include:

·         Strategize on next steps
·         Preparing for your visit to your lawyer. What questions do you have?
·         Budgeting
·         Assistance managing the paperwork that divorce requires
·         Communications guidance with your spouse
·         Discussion on settlement issues to consider  

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Divorce Financial Planning for Couples

One Couple, Two Divorce Financial Professionals

Are you sitting around the kitchen table late at night trying to figure out how to handle the finances of your divorce?  The process of untying the knot is one of give and take, if you can work it out amicably it is less stressful for your family.  We are very excited to offer a service that will allow us to help couples who want to explore financial scenarios for settlement, together.  Some of the areas we can work on as a group include:


  • New Budgets
  • Retirement Plan division alternatives
  • Pension valuation
  • Evaluate Appropriate Mix of Assets
  • Keep vs. Sell the Marital home
  • Creative settlement solutions


Once we have worked up the best scenario to consider you can decide which one make the most sense for you and your family, and can take it to your attorneys for the next steps in the process.



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Jessica M Garcia MBA, CDFA, CDC

Jessica M Garcia MBA, CDFA, CDC

Jessica M Garcia MBA, CDFA, CDC

Jessica realized that there is opportunity to reduce the negative impact of divorce on families by offering an option for couples to work out the financial details together.  By partnering with George, she believes that clients can save money, save time, and begin the healing and rebuilding process sooner.   

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George Harvey MBA, CDFA

Jessica M Garcia MBA, CDFA, CDC

Jessica M Garcia MBA, CDFA, CDC

George believes that every client deserves to be treated with integrity and fairness. By understanding their financial situation, and educating clients on their options to reach their goals, George offers clarity and direction to the financial aspect of the divorce.

Schedule A Consultation

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