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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.
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.