Ideal for: Clients seeking clear financial visibility and baseline settlement support.
Includes up to 10 hours of service, covering:

• Initial strategy session (60–90 mins) to clarify goals and outline next steps
• Secure document intake with step-by-step checklist support
• Review of assets, debts, income, and expenses for a clear financial picture
• Build foundational version of post-divorce financial plan for insight into your current position
• Two personalized, data-driven settlement scenarios to guide confident decision-making
• Preliminary settlement snapshot outlining potential division options
• Guided review session to finalize your agreement with clarity and confidence
• Customized, settlement-ready financial plan
• Communication: Up to 4 scheduled phone calls (30 mins each) + up to 10 support emails
• Turnaround: 4–6 weeks

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

Offered at $3,500