Mediation Ready Financial Prep

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.