Need to prepare for divorce financial settlement conversations? A Divorce VIP Day is exclusively dedicated to you and your upcoming negotiations. This is a time for thinking and diving into your numbers; you will gain clarity and feel more confident as you move forward. This a divorce strategy and coaching day, to prepare you, your thoughts, and your financial picture for negotiations, with your goals and priorities in mind.
Onboarding begins by sending you a financial document checklist for items to gather and upload to a secure file for the CDFA to review. We hold a Discovery call 2 weeks prior to VIP Day. VIP Day is for organizing the data provided, building your financial workbook with income, expenses, assets, liabilities, and tackling financial questions. It is full of thinking, sharing of knowledge, and putting your numbers in order. Then, 2-3 weeks afterwards we have a Debrief call 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, I give you all that I have - my knowledge, my expertise, my instincts, my experience, my analysis, my thinking. 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, Charlotte, NC. Also held in Research Triangle Park, NCWe begin at 10:00 am and end the day at 3:00 pm; with lunch being delivered halfway through the day. During this time we will address the 4 elements of your finances; income, expenses, assets, liabilities. You will leave with an understanding of the analysis that we will walk thought together. It is a private, safe environment; judgment free.
© BrainstormingWomen Divorce Financial Planner + Coach 2023
Cary, NC | Charlotte, NC | Reasearch Triangle Park, NC
Jessica M Garcia MBA CDFA CDC