Divorce Financial Decisions Matter
Walk into Attorney Consultations Prepared
A Divorce VIP Day is a private, expert-led experience designed to help you gain clarity, confidence, and control over your financial settlement. In this exclusive one-on-one session, you’ll work through the details of your finances with a Certified Divorce Financial Analyst® (CDFA®), ensuring you’re fully prepared for conversations with your spouse or attorney. This is your time to focus on what matters most—understanding your numbers, defining your financial priorities, and crafting a strategy for negotiations.
Expert Financial Guidance
Your VIP Day is a private session with Certified Divorce Financial Analyst® (CDFA®) Jessica Garcia, designed to address your unique financial concerns and set you up for an informed, strategic divorce process. With expert guidance, you’ll gain clarity on your financial landscape, explore settlement options, and ignite your preparation—ensuring you move forward with confidence and control over your future. Let your attorney handle the legal side while you step into your settlement discussions feeling informed and empowered.
STEP 1: The Documents
As the first step in your onboarding process, you’ll receive a financial document checklist to help you gather key details about your income, expenses, assets, and debts. This information will be reviewed and compiled into a structured financial workbook, providing a clear snapshot of your financial landscape. Not only will this workbook guide our work together, but it will also serve as a valuable resource you can share with your legal counsel.
STEP 2: Discovery Call
Your VIP DAY Experience begins with a discovery kick-off call the week before we meet to review your uploaded documents, clarify any questions, and finalize the strategy for your VIP Day. During this session, we’ll ensure everything is in place, discuss any missing details, and outline next steps. You may receive homework or action items to complete beforehand, so we can maximize our time together and focus on creating your personalized financial strategy.
STEP 3: VIP Day
Your VIP Experience takes place over a focused day. Together, we’ll review your financial data, assess your numbers, and evaluate different settlement scenarios based on your priorities and goals. We will run cash-flow scenarios with projections to help you make informed decisions. This time designed to be deeply strategic and action-oriented, filled with expert guidance, financial analysis, real-time scenario planning, even role playing some times. By the end of the day, you’ll have answers to your biggest questions and a plan to confidently navigate discussions with your spouse and/or attorney.
STEP 4: Your Debrief Call
As part of your VIP Experience, you’ll receive a final follow-up debrief Zoom call within 30 days to address any remaining questions, and make any minor adjustments needed. This ensures you have complete clarity and confidence as you move forward with your negotiations and financial decisions. Schedule a consultation to determine your next steps.
