Ways to Work Together
Tier 1 ] The Tactical Review - $500
Help me answer this
For one specific financial question or concern when you need clarity before making a decision.
Targeted financial review
CDFA perspective and analysis
Identification of potential financial blind spots
Financial disclosure review
Tier 2 ] Settlement Analysis - $2,500
Help me divide this.
Understand the financial picture and compare reasonable ways to divide your assets and debts.
Asset and debt review
Comparison of 2-3 division scenarios
Financial impact of different settlement choices
Tier 3 ] Financial Blueprint - $4,000
Help me understand what my life looks like after we divide this.
Go beyond who gets what to understand how your settlement may affect your life after divorce.
Cash-flow and budget analysis
Housing and support scenarios
Retirement and tax considerations
Long-term financial projections, when appropriate
Tier 4 ] Strategic Partner - Starting at $5,500
Help me navigate the financial side of divorce.
Ongoing financial analysis and strategy as your case and settlement discussions evolve
Settlement and proposal analysis
Ongoing financial modeling
Complex asset financial analysis
Collaboration with your professional team, when appropriate
Cases requiring extensive tracing or other specialized analysis may require additional scope and fees, discussed in advance.
Not sure which level is right for you?
You don’t need to know before we speak. During your consultation, we’ll discuss your situation and determine the level of financial analysis and support that makes sense for you.
Private Consultation
Strategic divorce financial guidance tailored to your specific circumstances.