We will guide you every step of the way.
An initial meeting where we can learn about your situation, answer any questions you have, and get clarity on the desired outcomes of each party. During that meeting we will provide you with a list of documents we’ll need and client data sheets to complete.
Once you lift some of your anxiety by taking the next step, you will gather your relevant documents to provide to us via secure, online shared storage.
This step is ours! We will complete all of the data entry, analysis, and report preparation to ensure productive joint negotiation meeting.
We facilitate a 2-hour presentation/negotiation session where we present our findings and offer one or more settlement options to consider. We work with you until all aspects of your settlement are decided.
Document preparation and filing by one of our family law attorneys. The entire process can be completed in as little as 4 weeks! During this time you will receive ongoing support to finalize details such as re-titling of assets, cash flow analysis, and beneficiary changes.
A CDFA® is one who specializes in the financial issues surrounding divorce. The CDFA® can take on many roles including acting as an advisor to one party’s divorce lawyer, or as a mediator for both parties. A CDFA® uses his or her knowledge of tax law, asset distribution, and short and long-term financial planning to achieve an equitable settlement.
A CDFA® is the only professional in the divorce realm that can actually give you advice on the smartest way to structure your settlement so that both of you get to keep more of your own money. Our pricing is transparent, flat-fee pricing based on the complexity of your finances. Schedule your consultation today so your divorce won’t result in financial consequences that can be devastating.