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The Clarity Package

The Clarity Package

Ideal for: Clients with layered finances — multiple accounts, investments, or business interests.
Includes up to 16 hours of service, covering everything in the Foundation package, plus:

• Advanced income + cash flow planning for short- and long-term clarity
• Up to 4 custom settlement scenarios to explore multiple outcomes
• Tax impact estimates on proposed divisions
• Retirement account analysis including executive benefits, government plans, and pensions
• Insurance evaluation to secure and protect future support
• Comprehensive review of community vs. separate property
• Final report package formatted for attorneys or mediators
• Communication: Up to 6 calls (30 mins each) + up to 20 support emails (response within 1–2 business days)
• Turnaround: 2–4 weeks

Overage Rate: $375/hour (with prior approval)

Offered at $6,000  

Our premium flat-fee packages aim to bring clarity, knowledge, and strategic advantage to your family law case. Let us transform essential financial services into extraordinary value and courtroom-prepared precision.

Additional Package Options

The Concierge Package

Our most comprehensive and responsive offering, ideal for high-stakes or fast-moving cases. This premium package includes executive-level reporting, collaborative attorney support, and priority scheduling—delivering the highest level of strategic planning and hands-on guidance. 


Offered at $9,000  

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The Foundation Package

A streamlined solution for clients seeking clarity and control over their financial picture. This essential package includes core analysis, a post-divorce financial plan, and two customized settlement scenarios—perfect for those wanting solid groundwork and peace of mind during negotiations. 


Offered at $3,500 

Learn more

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