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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.
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.