Schedule a Call with our CDFA
Schedule a Call with our CDFA
Embark on your empowered divorce journey. Prepare to have divorce financial settlement conversations with your spouse or attorney by working through the details of your finances with a divorce financial professional. It is a service exclusively dedicated to you and your upcoming negotiations. You will gain clarity and feel more confident as you prepare to articulate your financial needs and priorities. Let the attorney focus on what they know best - protecting your rights through the law.
At BrainstormingWomen, what we do best is bringing you clarity and peace of mind by helping you make informed financial decisions. Your future is in your hands and our CDFA, Jessica Garcia, is trained to guide you through the process.
You will receive a financial document checklist as the first step in your onboarding process. It will include items needed for a preliminary review of what you make, what you spend, what you own, and what you owe as a couple. This information is compiled in a financial workbook which you can share with your legal counsel.
This initial call is to address the review of your documents, address any questions, clarifications needed, as well as plan the strategy for your VIP Experience. The result of this call may be to-do items that may include homework for you in preparation.
Your VIP Experience takes place in 2 Zoom sessions. This time for organizing the data provided, assessing your financial facts and numbers, and evaluating different scenarios for settlement based on your priorities and goals.
These 2 sessions, held within 10 days of one another, are full of thinking, sharing of knowledge, and analysis of the possibilities of your future. We address your questions and prepare you for your upcoming discussions with your spouse and/or attorney.
A final call, held within 30 days, during which we will revisit you financial workbook and address any questions or minor edits you may have.
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2500 Regency Parkway Cary, NC | 6000 Fairview Road, Suite 1200 Charlotte, NC
Navigating Your Financial Journey through Divorce
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