Empower & Protect Yourself

Avoid costly financial mistakes.

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Does any of this sound familiar?

  • You know that you only have one chance to get your settlement right and you don't want to make a mistake

  • You want to craft a proposal that is equitable and present it to your spouse

  • You have your settlement offer but you have no idea if it will be enough to live on

  • You're not sure if the proposal is fair

  • You trusted your spouse to handle the money and you have no idea how to evaluate your proposal

I will help you craft or evaluate your proposal to determine how your settlement will impact your short and long-term financial goals.

Benefits of Divorce Financial Planning

  • Protect your financial future
  • Get what you're entitled to

  • Avoid costly financial mistakes that have a lasting impact

  • Confidently make informed decisions

  • Receive cash flow projections illustrating both short and long-term financial implications

  • Take the emotion out of your financial decisions

  • Understand the pros and cons of each asset

  • Minimize the tax impact of your settlement

"Thank you for being part of this and giving up your time unselfishly. You and your report empowered me, Leah, like you will never know!"

- HK

What you'll experience:

  • Compassionate one-on-one guidance from a seasoned financial professional who has been right where you are
  • A comprehensive financial plan adjusted throughout your divorce process to reach your short and long-term goals
  • 90-min onboarding meeting
  • Monthly check-in call
  • Unlimited email support

How We Empower & Protect You

Onboarding

60-90 min meeting (either in-person or online) to review your priorities and go over your concerns

Financial Analysis

We will conduct a thorough financial review and analyze your options in light of your priorities

Written Financial Report

We will meet for another 60-90 minutes (either in-person or online) to review your financial plan and go over any questions that you have

Ongoing Support

As you progress through your divorce negotiations, we will continue to adjust your plan. At the conclusion of your case, we will provide you with a plan to reach your new financial goals

"I cannot thank you enough for helping me prepare my financial plan. Because of your work, I did well in court today. Your work was very instrumental in helping me."

-Kelly

Protect Your Financial Future

Cost: Initial payment of $497

$297/mo for 6 months

 

SCHEDULE A CALL TO GET STARTED

Download your complimentary divorce checklist.

Don't let any important details fall through the cracks.

FAQs About Divorce Financial Planning

Everyone's financial situation is unique and the documents needed are based on your financial situation. To get started, begin collecting all account statements and the last three years of tax returns. We can discuss a more specific list at your first appointment.

The length of time to complete the plan is determined based on my current caseload as well as the complexity of your case. Most initial plans can be completed within two weeks. I will continue to update it as you negotiate your settlement throughout the duration of your contract. That way, you are armed with the information you need to make wise financial settlement decisions.

You can continue your contract on a month-to-month basis as long as you would like.

Our services are in demand throughout the United States. While divorce laws vary from state to state, we provide financial advice not legal advice.

No, I am not an attorney. I evaluate your proposal from a financial perspective. All advice and recommendations provided will be financial in nature. I do not provide legal advice but would be happy to refer you to someone if you are in need of legal advice.

If you just have a few questions after reviewing our website, we recommend that you schedule a complimentary 15-minute call. We will address your questions and determine your next steps. You can do so by CLICKING HERE.

No problem! With technology, we never have to meet in person. We can work with you from the convenience of your own home using Zoom video conferencing.

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