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
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!"
60-90 min meeting (either in-person or online) to review your priorities and go over your concerns
We will conduct a thorough financial review, analyze your options in light of your priorities, and identify areas of risk that need to be addressed.
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
As you progress through your divorce negotiations, I will 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."
Don't let any important details fall through the cracks.
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.
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 update the plan to reflect your final settlement. That way, you are armed with the information you need to make wise financial settlement decisions.
I offer comprehensive financial planning and investment management with Great Lakes Investment Management. Once your case is final, I can transition you to ongoing financial planning services.
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.
At this time, our service is limited to those filing for a divorce or a dissolution within the United States.