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Need to prepare for divorce financial settlement conversations? A Divorce VIP Day is exclusively dedicated to you and your upcoming negotiations. You will gain clarity and feel more confident as you articulate your financial needs and priorities to your spouse or your attorney. This divorce strategy day will prepare you for negotiations with your goals and priorities in mind.
Onboarding begins with a financial document checklist detailing items to gather for the CDFA to review.
We schedule a 60 minute Discovery Call 2 weeks prior to address the uploaded items and our plan for your VIP Day. VIP Day is time together is for organizing the data provided, building your financial facts, and evaluating different scenarios for settlement. It is full of thinking, sharing of knowledge, and putting your numbers in order.
A 60 minute Debrief Call is held 3 weeks afterwards to address any final thoughts, questions.
Divorce VIP Days are amazing, and productive! A limited number is offered each month due to the energy they take. As my client, my expertise, my experience, my analysis, and my thinking are yours for the day. You are my only focus. Calculators, documents, white boards, markers are involved, we will be fully immersed in the details of your upcoming financial decisions.
Divorce VIP Days are held in Cary or Charlotte, NC, and Research Triangle Park, NC. We begin at 10:00 am and end at 3:00 pm. During this time we will address the 4 elements of your finances; income, expenses, assets, liabilities. You will leave with an understanding of your guardrails for the best settlement scenarios to consider. It is a private, safe environment, judgment free.
You feel more confident and prepared, we have addressed your concerns, and run the numbers. You have a digital spreadsheet of your financial picture complete with cash flow projections into retirement. You have determined your next steps and are ready to articulate your financial needs with dignity and grace.
You have regained your footing!
© BrainstormingWomen Divorce Financial Planner + Coach 2023
Cary, NC | Charlotte, NC | Research Triangle Park, NC
Jessica M Garcia MBA CDFA CDC
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