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About your New Path Partner
Having a partner throughout the entire divorce process that truly listens and understands as well as can assess your finances objectively pre, during, and post divorce is invaluable. I want you to be confident in your new path to independence.
Let us help you with everything from the initial homework, financial plan, settlement review, and post divorce execution.
Includes:
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Complimentary phone, zoom, or in person meeting to see if we are a good fit
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Data Gathering - Assets, liabilities, income & expenses, tax returns, budgets, etc. (The same information you will need for the divorce proceedings plus spouse's info)
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Preliminary 8.05/financial affidavit preparation based on defendable historical, current & future needs
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Initial Financial Plan Creation
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Set new goals & priorities
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Chance of Success for various scenarios
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Action Steps
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Access to online plan for 1 year
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Settlement strategizing & scenario modeling
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Settlement review and evaluation, including spousal ability to pay analysis
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QDRO review
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Divorce decree execution guidance
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Updated plan based on what was actually received
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Unlimited email access to Kristi for 1 year * Note: Lifestyle expense analysis is a separate service