For women considering separation or divorce who want to feel confident about the future of their finances.
You don’t have a good understanding of your family budget or financial situation.
You feel afraid to talk with your husband about financial matters, for one reason or another.
You are worried you won’t be able to retain your current standard of living if you separate or divorce.
You want to steward your finances well in a chaotic time.
You are not sure who to trust when it comes to divorce related financial questions.
You will benefit from our support if...
Here’s how our process works
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Set your goals.
Ascertain your financial goals and the resources you need to meet them.
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Learn your situation.
Collect your financial data and documentation, and create a budget.
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Analyze your potential.
Review Budget and Marital Asset reports generated through expert software analysis.
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Assess your options.
Discuss scenarios with levels of spousal/child support and marital asset divisions.
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Determine your path.
Create a financial plan to support you during and beyond separation and/or divorce.
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Empower you forward.
Delivery of final budget and marital asset division reports.
Foundation Plan
Our most comprehensive support with 8 weeks of 1:1 strategic guidance. On this plan, we will work closely with you to assess every corner of your family financial situation and create scenarios for you to chose from. Afterward, you’ll have total clarity around your personal financial goals and needs, and be empowered and equipped to advocate for them. You’ll walk away with a plan and family law approved documentation.
(Most Popular)
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• Women at every stage of separation and divorce who want to ensure they have a sound financial plan for themselves and their children.
• Women who want to save money and time by working with a CDFA® to create their financial plan, instead of an attorney.
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• 8 weeks of support
• Weekly consulting calls
• Thorough financial analysis
• Licensed referrals and collaboration
• Court-approved family law reports and budget
• In-person advocacy during mediation or attorney visits
$2,500
Strategy Session
A 30,000 foot view consultation providing strategic insight based on your specific situation. You’ll prepare for this in advance with a pre-consulting call and by filling out a questionnaire. This ensures our team will show up ready to provide knowledgable advice to help you create a plan so you can move forward with confidence. We can continue beyond this session with the addition of custom hourly support, as needed.
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• Women who want to review their situation with our CDFA® team in greater detail before committing to the full financial analysis program and process.
• Women who may be unsure if their situation will benefit from adding a CDFA® to their team.
• Women needing urgent guidance about their financial situation.
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• 30 minute pre-consulting call
• High-level financial analysis
• 1.5 hour strategy session to build a plan
• Licensed referrals and collaboration
$850
Custom Support
Individualized hourly support tailored to your specific needs and situation.
*Must complete Strategy Session or Foundation Plan before receiving custom support.
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• Women who need additional support for more complex situations.
• Women who wish to have a financial advocate at any point in their separation or divorce proceedings.
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• Personalized support
• Coaching
• Mediation and attorney collaboration
• In-person advocacy during mediation or attorney visits
• Multiple scenario generation
• Spousal/child support evaluation
• Financial analysis and court-approved family law reports