Free 30 minute strategy call. Prior to this, we will require a completed Financial Checklist to give us a high level understanding of the complexities of your divorce.

Upon confirmation that working with a CDFA is in your best interest, we will contact your legal team to begin the process of data integration. Our goal is to provide you with the best built team in your corner through a difficult season.

Creating a clear path begins with a thorough understanding of all of the moving pieces. During this step, we will gather all necessary data including asset and liability information, small business analysis, Pension and future benefits valuation, high net worth lifestyle evaluation, tax resolution, and debt division.

we will take all of the information gathered and provide a comprehensive plan to establish confidence moving forward in the divorce process.

Presentation of our evaluation to your legal team will build confidence that no stone is unturned and every strategy is considered when it comes to the best path forward for you.

A proper plan includes full implementation of the strategy created. To do so, we will provide recommendations for professionals such as Financial Planner, Insurance Provider, Estate Attorney, and Mortgage Professional. Our commitment to you does not end until we know you’re in good hands moving forward.