A Unique Divorce Experience
Ready to Chart Your Path Forward?
Your 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. Let your attorney handle the legal side while you step into your settlement discussions feeling informed and empowered.
Your Divorce, Your Future—Expert Financial Guidance, One-on-One
Your VIP Day is a private, one-on-one 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.
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 compiled into a structured financial workbook, providing a clear snapshot of your financial landscape. Not only will this workbook guide our strategy session, but it will also serve as a valuable resource you can share with your legal counsel.
STEP 2: Discovery Call (Pre-VIP DAY)
Your VIP DAY Experience begins with a discovery and kick-off call 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 Experience
Your VIP Experience takes place over two focused Zoom sessions in a single day, with a lunch break in between. Together, we’ll organize your financial data, assess your numbers, and evaluate different settlement scenarios based on your priorities and goals. These sessions are designed to be deeply strategic and action-oriented, filled with expert guidance, financial analysis, and real-time scenario planning. By the end of the day, you’ll have clear answers to your biggest questions and a solid 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 call within 30 days to review your financial workbook, 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.
STEP 5: Logistics
The VIP Day Experience is a comprehensive, one-day financial planning session designed to provide clarity, strategy, and confidence as you navigate your divorce settlement.
Schedule: This experience includes:
- Review of your Financial Documents
- Digital Folder and Financial Workbook
- Discovery Session (Pre-VIP Day): 60-minutes
- VIP Day: Two private Zoom sessions held on the same day, with a lunch break in between. These sessions focus on analyzing financial data, evaluating settlement options, and developing a financial strategy for short-term and long-term financial well-being..
- Follow-Up Sessions (Post-VIP Day): 60-minutes
Investment: The total investment for the VIP Day is $5000 made in 2 payments.
This service includes:
- A Discovery Session to review financial documents and set the strategy
- A thorough financial document review prior to the VIP Day
- A day of personalized, one-on-one financial guidance from a Certified Divorce Financial Analyst® (CDFA®) in Cary, NC or via Zoom
- A customized financial workbook summarizing assets, debts, and potential settlement scenarios available for 12 months
- 2 Debrief sessions at 30 and 90 days to ensure clarity and confidence moving forward
- Up to 60-minutes of email and text support
Limited Bonus: For a limited time, clients who book a VIP Day will receive an additional 60-minute follow-up session within 90 days at no extra cost . This session provides an opportunity to revisit financial decisions, reassess long-term plans, and ensure continued confidence as you move forward.