Your Financial Journey, One Step at a Time
Whether you're in the middle of a divorce or rebuilding what comes after, there's a clear path forward. You don't have to do everything at once — start where you are.
PHASE 1 & 2: BEFORE YOU SIGN
Settlement Strategy (CDFA®)
Divorce settlement decisions are permanent. I model the scenarios so you understand exactly what each option means for your long-term security — before you agree to anything.
$250/hour or project-based
PHASE 3: YOUR NEW CHAPTER
The Rebuild Plan
Divorce is over. Now what? We use structured Focused Clarity engagements to rebuild your financial life one priority at a time — manageable, not overwhelming.
$285 per focused session or project-based
PHASE 4: SUSTAIN & GROWTH
Portfolio Execution & Oversight
When you're ready for ongoing management, I offer active portfolio oversight — built around your goals, not a generic model.
$250/hour or flat fee
Not sure where to start?
A 15-minute intro call is always free. Let's figure out the right fit together.