Divorce Financial Planning for Women
OUR IDEAL CLIENT:
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Age 50+ and High Net Worth (Marital Net Worth: $10,000,000 - $75,000,000)
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In a Long Term Marriage
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Have Complex Planning Needs
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Husband Manages the Family’s Finances
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DURING DIVORCE, WE:
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Work Collaboratively with Attorney Team
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Organize Financial Documentation
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Complete the Financial Affidavit
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Create Asset Split Strategies
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Provide Pension Evaluations
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Craft Cash Flow and Lifestyle Plans
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Provide Mediation Support
AFTER DIVORCE, WE GUIDE WOMEN TO:
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Take Control of Her Money
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Have the Financial Freedom to Care for Her Family
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Fund Family Trips to Create Lifetime Memories
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Invest Money in Alignment with Her Values
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When Requested, Encourage Her Adult Children to Participate in the Financial Planning Process
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Fee for this Service
Fee for this service may be paid by debit/credit card.
During Divorce Fee:
$350 per Hour
​Post-Divorce Fee:
Minimum investment is $2,000,001
Review this chart for fee percentages
