Concierge Service
(Minimum 3 months)
Includes all benefits from our comprehensive analysis package plus:
Strategy sessions with CDFA® and/or Certified Divorce Coach (up to 2 per/mo with Coach)
Assistance finding additional needed resources and communicating with forensic accountants, tax attorneys, bankruptcy specialists, hidden money and private investigators.
Weekly up to one hour check-in call
Credit report analysis/review
Ideas to reduce spending and/or increase income
Assistance with life insurance, long term care insurance, disability and employment insurance and any other insurance issues
Consultation with vetted tax CPA
Up to 3 hours/mo with one of our vetted divorce solutions coaches, real estate attorney, estate planning attorney, mortgage specialist, parenting coach, or career coach as needed.
Post-Divorce Transition Support
Separate Property Tracing if needed
Coordination with business valuation experts if needed