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The Concierge Package

The Concierge Package

Ideal for: Clients seeking elevated support and/or time-sensitive responsiveness.
Includes up to 25 hours of service, covering everything in the Clarity package, plus:

• Priority scheduling + 1–2 week turnaround
• Executive-level summary + custom report formatting
• Up to 3 collaborative calls with attorney or mediator
• Up to 6 customized settlement revisions as negotiations evolve
• White-glove coordination and seamless communication
• Communication: Up to 8 scheduled calls (30–45 mins) + priority email response
(within 1 business day)

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

Offered at $9,000  

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 Packages

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 confidence during negotiations. 


Offered at $3,500 

Learn more

The Clarity Package

Designed for clients with more complex financial lives, this package builds on the Foundation by adding in-depth tax and retirement analysis, multiple settlement options, and property classification. It’s ideal for those needing detailed insight and documentation to navigate layered financial issues.


Offered at $6,000  

Learn more

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