Financial Guidance Built Around Your Decision
Choose the engagement model that fits your situation. All services are fee-only - hourly or project-based. No commissions, product sales, no minimums.
Divorce Financial Analysis (CDFA®)
Divorce settlement decisions are permanent. Before you sign, I model the numbers — so you understand the long-term impact on your cash flow, retirement, and lifestyle stability.
What we work together on:
✅ Settlement Scenario analysis
✅ Asset division strategies (retirement accounts, pensions, property)
✅ Child support and college funding strategies
✅ Financial Affidavit Support
✅ Pre-Divorce Assessment
$250/hour or project-based
Focused Clarity Engagement
One important financial question. One structured process. You leave with the math — and the clarity to make a confident decision.
What we can solve in a session:
✅ 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
$285 per session
Portfolio Management
DIY investor or prefer hands-off management — choose the model that fits how you want to engage. I work with you, not around you.
What we can help with:
✅ One-on-one guidance for DIYers learning to manage their portfolio
✅ On demand coordination of investments and tax strategy
✅ Portfolio Execution & Oversight for hands-off management
$250/hour or flat fee based on portfolio complexity
Not sure which service is right for you?
A 15-minute intro call is always free. Let's figure out the right fit together.