Services
Our fee-for-services model is designed to give you guidance when you need it, without unnecessary commitments.
Whether you’re evaluating a divorce settlement, reviewing an investment portfolio, or planning for long-term wealth building, our work focuses on one goal: helping you understand the financial implications before you make the decision.
Each engagement combines scenario-based financial modeling with clear, practical guidance, so you not only receive answers but also understand the reasoning behind them.
Divorce Financial Analysis (CDFA®)
Divorce is emotional. I know how overwhelming financial decisions can feel. That’s why I combine financial strategy with mindset support - to help you move forward with clarity and confidence.
Perfect if you’re looking for help with:
✅ Settlement Scenario analysis
✅ Asset division strategies (retirement accounts, pensions, property)
✅ Child support and college funding strategies
✅ Financial Affidavit Support
✅ Pre-Divorce Assessment
Rate: The hourly rate is $250/hour. Pay by the hour or as a project.
Focused Clarity Sessions
Our partnership is built on trust and transparency. We’ll work together to design a plan unique to your current life stage.
Perfect if you’re looking for help with:
✅ Retirement Portfolio Review and Adjustment
✅ Real Estate Investment Analysis
✅ Investment Portfolio Planning
✅ College Education Strategies Planning (529s, FAFSA/CSS Profile)
✅ Cash Flow Planning and Analysis
Rate: $285 per session
Portfolio Management
Select your preference for portfolio management. Choose hourly guidance if you are a DIYer who wants to manage your own portfolio. Choose flat fee if you want us to manage their portfolio.
Perfect if you’re looking for help with:
✅ One-on-one guidance for DIYers learning to manage their portfolio
✅ On Demand coordination of investments and tax strategy for DIYers
✅ Portfolio Execution & Oversight for those who prefer hands-off management
Rate: The hourly rate is $250/hour or Flat fee based on complexity.