Working with East Bay Divorce Financial Planning

Services and Fees

How does it work?

  • Initial inquiry

    Your’re here! Take a look around, then give us a call.

  • Get Acquainted Meeting

    We will get to know each other, gain an understanding your needs and interests, and answer fact-based financial questions relating to divorce. Contact us to schedule an introductory meeting.

  • We take a look at where you are and where you want to go.

    We will be talking about your present and future life and gathering financial data.

  • Identify Interests

     

  • Work Together on a Financial Settlement Plan

    Through the options for living in the “confidence zone”.

  • Implement the plan

    and staying in contact to keep the plan on track.

I work with both individuals and couples before, during, and after divorce.  My services can be designed to support a variety of approaches to divorce including: mediation, collaborative divorce, uncontested divorce where the couple works together on the settlement agreement, or litigated. I work in partnership with attorneys and paralegals to provide the full range of services required to file with the courts and assist you and your family through the divorce process.  See the resources section of this site for more information on divorce process options.

Your Divorce Financial Planning may include:

      • Getting Finances Organized
      • Working with Budgets and Financial Disclosures
      • Valuing and Dividing Separate and Community Property
      • Pension and Retirement Analysis
      • Mediation of your Financial Settlement
      • Tax Planning
      • Life and Disability Insurance Recommendations
      • Estate Plan Recommendations
      • Review of your Divorce Settlement Agreement
      • Divorce Financial Consultation

Under the hourly fee structure you will be charged $300/hr.

The fees are based on the actual time involved in meeting with you in person or over the phone, researching and analyzing your current situation, and providing specific recommendations and implementation assistance.

At our Get Acquainted Meeting we will discover the overall cost projection for your particular plan.  Get acquainted meetings are scheduled for up to 1.5 hours at the rate of $300 for the visit.

So let’s take a look at some of your options, whether a full divorce financial analysis or a topic specific engagement, we think you will find this is a refreshingly different style of divorce financial services.