Divorce Financial Solutions
We start with a complimentary initial phone or video consultation (1 or more team members) to understand your unique situation and where you are in the process. We’ll discuss our packages and help choose the right fit for you based on the complexity of your finances and needs.
We'll also help you think about what you want you from your divorce and your post divorce life to look like.
In preparation, we ask that you gather as much of your divorce-related documents and as much financial information as you can. We’ll be with you until your agreement is signed and depending on the package chosen also through the post-divorce transition. In addition to the packages here we offer our total concierge service.
** Once the divorce planning engagement is completed, clients may retain our services for their post-divorce financial planning/investment needs through SDA Wealth Strategies.
Divorce Solutions Lite
Define objective, assistance with document gathering and organization, review of what has been gathered/proposed, individual topic analysis and/or produce a net worth statement/financial affidavit, insurance analysis, as well as answer general questions. Access to a shared cloud document storage file system (box.com) and a case manager to help keep everything on track.
This package includes 10 hours of time plus two 45 minute sessions with a divorce coach.
Can be applied to full analysis if upgraded later.
Coaching/Strategy Planning sessions
Sessions with either your CDFA or your Certified Divorce Coach or both. (Sessions are 45 to 60 minutes.)
Comprehensive Divorce Financial Analysis
Can begin pre or during separation/divorce. Divorce Solutions Lite plus assistance with document gathering and organization, analysis and reports of full financial profile, prepare/review financial affidavits, income and expense analysis, advice on tax implications of asset distribution, determining the short-term and long-term impact of asset division, as well as preparation and/or review of settlement offers.
This package includes 15 hours of time plus up to 2 hours with a Certified Divorce Coach. Additional time is $250/hour.