WHO WE ARE
A TIMELINE OF YOUR CASE:
– Initial Consultation
You will start by sitting down with one of our trained experts to talk through your unique situation. Together we’ll asses a path that might be right for you and spend time working through your financial and family goals.
– Document Gathering and Organization
Once we have aligned on a path, we’ll begin working with you to collect documents that help us to better understand your financial situation today. We will verify assets and liabilities, and coordinate with legal counsel to gather any missing documents (if applicable).
– Data Entry and Analysis
With data gathered and a clear understanding of your goals, we begin to create various settlement options. We will also provide strategy for why certain settlement options would be more advantageous than others.
– Individual Meetings
We will meet with you to provide education on potential settlement options and answer any questions. We understand these are emotional times and everyone may have different wants and needs. Investing the time to listen and understand is our top priority. Continuing to meet either in-person, virtually or over the phone is important to ensure we know about developments in your case along the way and can help you navigate different situations as they come about.
We understand these are sensitive times and we use our years of experience to help you, or your legal counsel, negotiate a fair settlement. We will be with you along the way to support you and provide guidance as you are faced with different decisions to make.
– Preparing the Final Agreement
After your divorce is final, we help ensure all the necessary steps are taken to fulfill your agreements from your settlement and help start you on the right path for your new financial future.
HOW WE CAN HELP YOU:
Advocate For You
Stand With You
REQUEST A FREE CONSULTATION
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