1. Your Financial Roadmap - An Engineer’s Audit

Hourly or Project-based

Designed for women who want a clear, technical understanding of where they stand - and where their decisions lead.

We take a deep dive into your finances - we focus on your needs. Using scenario-based modeling, I stress-test your current trajectory so you can see how today’s decisions impact your financial independence over time.

You choose the scope. I model the scenarios. You receive a detailed analysis with a clear, actionable roadmap.

2. Divorce Settlement Strategy - CDFA® - A Navigator’s GPS

Hourly or project-based advice

$250 per hour

Before you sign, we look at the math.

I provide financial analysis to help you understand the long-term financial impact of divorce settlement options. I model asset division, tax implications, retirement plans, college education and post-divorce cash flow so you can make informed decisions with confidence.

Did you know? The most common mistake in divorce settlements isn’t the math - it’s failing to model the long-term tax and cash-flow impact.

Ideal for: Women who want clarity - not guesses - about whether a settlement is financially sound. I collaborate with your lawyer in providing a detailed financial settlement analysis. I also work with you as an individual client.

3. Roadmap Execution & Investment Management

Hourly or Project-based or Flat fees

For clients who want support beyond analysis, I offer hands-on guidance to help implement the roadmap thoughtfully and efficiently.

This may include:

• Ongoing investment management and portfolio oversight

• Periodic reviews and adjustments as life or markets change

• Coordinated decision-making across investments, cash flow, and long-term goals

Investment management is optional and offered by fit. Clients can choose to work with me on an hourly, project, or ongoing investment management basis, depending on their needs.

Ideal for: Women rebuilding or strengthening financial independence after divorce.