For couples who are considering an amicable separation and want to begin with clarity—before decisions are made or legal costs begin to escalate.
This is not a traditional consultation.
It is a private, guided session where we begin to look at your financial picture together—at a high level—so you can start to understand what you’re working with and what decisions may lie ahead.
Before we meet, you’ll be invited to share a few key pieces of financial information. Nothing extensive—just enough to allow for a more meaningful and productive conversation.
During our time together, we will:
- Begin organizing your financial landscape
- Identify the key areas that require deeper understanding
- Talk through the types of decisions that typically arise
- Bring structure to what may currently feel unclear
The goal is not to solve everything in one meeting.
The goal is to help you see your situation more clearly—and understand what a thoughtful path forward could look like.
For many couples, this session becomes the turning point.
Not because every answer is provided—but because the right questions finally begin to take shape.
Investment
$450 | 60 minutes
(Offered virtually)