Financial Clarity, Confidence, & Strategy
Joe provides divorce financial clarity services for individuals and couples who want to better understand the money side of divorce before making decisions. His work includes settlement financial reviews, mediation preparation, and virtual private divorce financial mediation designed to help clients organize financial information, evaluate settlement options, identify potential financial concerns, and prepare for productive negotiations.
Through a clear, practical process, Joe helps clients compare possible outcomes, understand the financial impact of different choices, and approach mediation or settlement discussions with greater confidence and clarity.
Divorce Financial Services
The Settlement Financial Risk Scan is a focused financial review for people who already have a proposed divorce settlement, mediation proposal, or draft agreement. It helps identify potential money-related red flags before signing, including concerns around cash flow, debt, home affordability, retirement, liquidity, and missing financial information.
Client Deliverables:
Limited review of one proposed settlement terms, agreement summary, or draft agreement.
Review of top financial concerns submitted in advance.
One 45-minute review session.
Financial red-flag summary.
Missing information list.
Professional questions for attorney, lender, mediator, or financial advisor.
Services are educational and analytical and do not constitute legal, tax, or investment advice.
For clients who need broader financial guidance, scenario planning, and structured support with divorce-related financial decisions. Together, we review your financial picture, identify key concerns, and compare practical options so you can move forward with greater clarity in your case.
Client Deliverables:
A 45-minute private strategy session
One 30-minute follow-up session
Marital estate divison document
1–3 financial scenarios (depending on facts of your case) to help you evaluate possible paths forward
Financial red-flag list
Professional questions for attorney, lender, mediator, or financial advisor.
Common divorce financial disclosure statements and professional communication support are not included in this base package but may be added as additional services depending on the needs and complexity of your case.
Services are educational and analytical and do not constitute legal, tax, or investment advice.
A focused 45-minute private call for anyone feeling overwhelmed or unsure where to start with the financial side of divorce. We’ll identify your biggest concerns, clarify what information may be missing, and map out practical next steps so you can choose the right level of support with confidence.
This is a good starting point if you are feel financially overwhelmed by divorce, are not sure what service you need, have mediation coming up and feel unprepared, have a proposed settlement but are not sure what to review, are worried about the house, debt, retirement, cash flow, or support-related financial questions, or want to understand the right next step before purchasing a larger package.
During this call, we will discuss:
where you are in the divorce process
your biggest financial concern(s)
whether you have mediation scheduled
whether you already have a proposed settlement
what financial information may be missing
practical next steps to get financially organized
Fee credited toward a package if booked within 7 days.
Designed for complex financial divorces involving changing proposals, repeated revisions, or higher-conflict financial decisions. This service provides ongoing analysis, settlement modeling, document review, attorney coordination, and strategic financial guidance as your case evolves.
You will receive strategy sessions as needed, coordination with your attorney (if applicable), document review and analysis, development of a marital estate division document, settlement scenario modeling, review of proposed settlement terms, and written financial summaries to support decision-making.
Services are billed at $250 per hour against an initial retainer. As work is completed, time is billed against the retainer balance. If the retainer is depleted, it must be replenished for work to continue.
Services are educational and analytical and do not constitute legal, tax, or investment advice.
Private Divorce Financial
Mediation Services
Explore our range of virtual Mediation services designed to help you move forward with confidence.
Click on each service below to learn more.
Mediation Ready helps you prepare for mediation with more clarity, structure, and confidence. Together, we organize your financial priorities, missing information, settlement concerns, key questions, and decision “pause points” before you enter the room.
This is best for clients who have mediation scheduled or expect to begin mediation soon, Feel overwhelmed by the financial decisions involved, want to avoid agreeing to terms before understanding the financial impact, need help organizing questions, concerns, and missing information, want a clear list of financial priorities before entering mediation, and need support identifying where to pause, ask questions, or request more information.
What Client Gets:
One 60 minute preparation session
One 30 minute follow up session
Mediation Readiness Plan, which includes:
Financial Priorities (including "Do Not Agree List") Document
Missing document list
Settlement Concern list
Key questions for attorney, mediator, or financial advisor.
Services are educational and analytical and do not constitute legal, tax, or investment advice.
For couples who are willing to exchange financial information and want a structured, neutral process for working through the money side of divorce. Together, we address key financial issues such as assets, debts, home decisions, retirement questions, cash flow, support-related financial information, and settlement options in a private virtual mediation setting.
Divorce financial mediation gives you and your spouse a structured, private space to work through the financial decisions that matter most — without turning every issue into a legal battle. I help couples organize and discuss financial divorce-related issues such as assets, debts, house decisions, retirement-related questions, support-related financial information, cash-flow concerns, tax questions to ask a professional, and settlement options.
Fees are typically split equally between both parties unless both parties agree otherwise.
What’s Included:
Joint Mediation Intake
Individual Screen Calls
Private divorce mediation held virtually, 2 hour session max, additional hours may be purchased as needed
Neutral facilitation of divorce financial-related issues
List of unresolved financial issues/questions
Written mediation memorandum of understanding, if reached
Please book a 15-minute consultation prior to booking this mediation package.
This package is designed for cases involving more detailed financial decisions, such as business-related matters, refinancing, retirement accounts, pensions, significant debt, cash-flow concerns, support-related financial issues, or multiple settlement options.
My role is to help both parties discuss the financial issues neutrally, identify missing information, understand financial tradeoffs, and prepare better questions for the appropriate professionals. This is still mediation, not legal representation.
What's Included:
Joint Mediation Intake
Individual Screen Calls
Private divorce mediation held virtually, 2 hour maximum session, additional hours may be purchased as needed
Neutral facilitation of divorce financial-related issues
List of unresolved financial issues/questions
Written mediation memorandum of understanding, if reached
Please book a 15-minute consultation prior to booking this mediation package.