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Four Step Process

For us, divorce financial planning is a process, not an event. We start with a comprehensive evaluation of your situation and move forward after we have a complete understanding of your financial picture, from immediate concerns to long-range goals. We work to learn where you are, where you are going — and construct a detailed roadmap to take you there.

Our extensive evaluation becomes the foundation for a customized pre and post-divorce strategy targeted to your specific needs and built around you living your best life.

Because your story doesn’t end there, neither does our part in it. We remain by your side, conducting regular reviews to keep you moving forward and to provide education, guidance, and regular progress updates.

Our client communication and service model is not just about customer service, it’s about the value of lifelong relationships built on trust, competence, and security.

Discovery Meeting

At our initial meeting, we conduct a discovery interview. We examine your current situation, the goals you would like to achieve and how we can maximize the possibility of achieving those goals.

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Financial Security Roadmap

At this meeting, we present our diagnostic of your current situation and roadmap for how we can bridge the gaps in order for you to reach your goals. This plan forms the foundation for all of our work together.

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Settlement Proposal Analysis

We will present to you our settlement proposal analysis plan based on your settlement options so that we can prioritize those areas of greatest importance to you and then begin to address them systematically. We answer any questions...

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Ongoing Expertise & Support

These meetings, which we schedule at intervals convenient to you, provide us an opportunity to review any major changes in your case as well as your personal or financial situation since our last meeting. If these changes mean that we...

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