Divorce Financial Planning Process

Our 4-step Plan • Grow • Protect® Approach

Learn • Listen • Research

At our initial meeting, we conduct a discovery interview. This helps us identify the challenges you face in achieving all that is important to you. We examine your current situation, the goals you would like to achieve and how we can maximize the possibility of achieving those goals.

Strategize • Recommend • Confirm

At this meeting, we present our diagnostic of your current situation and roadmap for how we can bridge the gaps in order for you to reach your goals. This plan forms the foundation for all of our work together. When we have come to a mutual decision about whether our firm can add substantial value, we commit to work toward achieving everything that is important to you and your family.

Execute • Oversee • Implement

We will present to you our settlement proposal analysis plan based on your settlement options so that we can prioritize those areas of greatest importance to you and then begin to address them systematically. We answer any questions you may have so that you understand your financial future.

Return • Review • Reconnect

These meetings, which we schedule at intervals convenient to you, provide us an opportunity to review any major changes in your case as well as your personal or financial situation since our last meeting. If these changes mean that we need to make adjustments to your settlement proposal analysis, we do so. We also review your overall progress toward your long-term financial goals.

Discovery

Learn • Listen • Research

Learn • Listen • Research

At our initial meeting, we conduct a discovery interview. This helps us identify the challenges you face in achieving all that is important to you. We examine your current situation, the goals you would like to achieve and how we can maximize the possibility of achieving those goals.

Financial Security Roadmap

Presentation of Investment Strategy

Strategize • Recommend • Confirm

At this meeting, we present our diagnostic of your current situation and roadmap for how we can bridge the gaps in order for you to reach your goals. This plan forms the foundation for all of our work together. When we have come to a mutual decision about whether our firm can add substantial value, we commit to work toward achieving everything that is important to you and your family.

Settlement
Proposal Analysis

Organization of Account Paperwork

Execute • Oversee • Implement

We will present to you our settlement proposal analysis plan based on your settlement options so that we can prioritize those areas of greatest importance to you and then begin to address them systematically. We answer any questions you may have so that you understand your financial future.

Ongoing
Expertise
& Support
Meetings

Account Review and Advanced Plan Implementation

Return • Review • Reconnect

These meetings, which we schedule at intervals convenient to you, provide us an opportunity to review any major changes in your case as well as your personal or financial situation since our last meeting. If these changes mean that we need to make adjustments to your settlement proposal analysis, we do so. We also review your overall progress toward your long-term financial goals.